Daniel L. Simonds
Professional summary
Daniel Lawrence Simonds, CFP®, who also goes by Daniel Lawrence Simonds, is a registered financial advisor currently at CONTRARY INVESTMENT ADVISORS located in Bloomfield, New Jersey.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Daniel has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Lawrence Simonds's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1997
Experience
September 23, 2010 - Present
CONTRARY INVESTMENT ADVISORS
December 7, 1999 - August 27, 2010
GROVE POINT INVESTMENTS, LLC
January 16, 1996 - December 2, 2024
GROVE POINT INVESTMENTS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/22/2019)
(2/23/2021)
(2/22/2019)
(2/11/2021)
(4/21/2025)
(10/2/2024)
(9/23/2010)
Exams
Current Firm
CONTRARY INVESTMENT ADVISORS
CRD#: 154958 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 171 |
| AUM (Assets Under Management) | $ 104,041,782 |
Red Flags
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