Daniel I. Glod

STONE FORTRESS WEALTH STRATEGIES

HUNTINGDON VALLEY, PA

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CRD#: 3013135

Professional summary

Daniel Isaac Glod, CFP®, ChFC®, CIMA®, who also goes by Daniel I Glod, is a registered financial advisor currently at STONE FORTRESS WEALTH STRATEGIES located in Huntingdon Valley, Pennsylvania.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Daniel has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel I Glod

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) DDMT Enterprises Inc. d/b/a Millevoi Brothers Auto Repair; Not investment-related; 8685 Torresdale Avenue, Philadelphia, PA. 19136, Auto repair business; Owner; Since 11/2014; Less than 5% of time per month; Completing taxes, annual reports, etc. for the business. 2) 8685 Torresdale, LLC; Non-Investment Related; Commercial Real Estate Building housing my auto repair business; Property Address: 8685 Torresdale Avenue Philadelphia, PA 19136; Commercial Rental Property; Managing Member of the LLC; Since February 10, 2014; 5 hours per month; Bookkeeping duties

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Isaac Glod's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2018

ChFC^®

Chartered Financial Consultant

CIMA^®

Certified Investment Management Analyst

Experience

Current

June 12, 2024 - Present

STONE FORTRESS WEALTH STRATEGIES

RIA

CRD#: 331873

HUNTINGDON VALLEY, PA

Past

February 8, 2022 - April 30, 2024

HIGH SPEED ALLIANCE

RIA

CRD#: 291399

ALYS BEACH, FL

Past

January 20, 2021 - April 6, 2021

COVENTRY SECURITIES, LLC

CRD#: 150462

FORT WASHINGTON, PA

Past

June 8, 2016 - May 24, 2019

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

PHILADELPHIA, PA

Past

June 8, 2016 - May 24, 2019

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

PHILADELPHIA, PA

Past

August 14, 2015 - May 11, 2016

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

BUCKINGHAM, PA

Past

August 12, 2015 - May 11, 2016

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

BUCKINGHAM, PA

Past

August 2, 2011 - November 18, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PENNINGTON, NJ

Past

July 30, 2011 - November 18, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CLAYTON, MO

Past

September 29, 2006 - June 15, 2011

BLACKROCK INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 108928

PLAINSBORO, NJ

Past

September 29, 2006 - June 15, 2011

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

NEW YORK, NY

Past

April 14, 2003 - September 29, 2006

MERRILL LYNCH INVESTMENT MANAGERS LP

RIA

CRD#: 105068

COLUMBIA, SC

Past

May 23, 2001 - September 29, 2006

FAM DISTRIBUTORS, INC.

CRD#: 4100

NEW YORK, NY

Past

July 6, 2000 - December 14, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

April 24, 1998 - April 12, 2000

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alabama
(12/16/2024)

IAR

Louisiana
(9/30/2025)

IAR

Pennsylvania
(7/18/2024)

IAR

Texas
(6/12/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/24/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/16/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/5/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/23/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

STONE FORTRESS WEALTH STRATEGIES

DDMT FINANCIAL SERVICES, LLC | STONE FORTRESS WEALTH STRATEGIES

CRD#: 331873 / SEC#:

Alabama

Registered Investment Advisory firm - (12/16/2024 Approved)

Louisiana

Registered Investment Advisory firm - (9/24/2025 Approved)

Pennsylvania

Registered Investment Advisory firm - (7/18/2024 Approved)

Texas

Registered Investment Advisory firm - (6/4/2024 Conditional Restricted)

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Contact information

Main Address

Huntingdon Valley, PA

Mailing Address

P.o. Box 14402, Philadelphia, PA 19115

Phone number

(215) 315-3348

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	155
AUM (Assets Under Management)	$ 25,359,434

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Daniel I. Glod

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Isaac Glod's CRS (Customer Relationship Summary).

Certified licenses

Experience

HIGH SPEED ALLIANCE

COVENTRY SECURITIES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BLACKROCK INVESTMENT MANAGEMENT, LLC

BLACKROCK INVESTMENTS, LLC

MERRILL LYNCH INVESTMENT MANAGERS LP

FAM DISTRIBUTORS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FIRST UNION BROKERAGE SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/24/2015

Series 63

Date: 4/16/1998

SIE

Date: 10/1/2018

Series 7

Date: 7/5/2000

Series 6

Date: 4/23/1998

Current Firm

STONE FORTRESS WEALTH STRATEGIES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STONE FORTRESS WEALTH STRATEGIES

TRUST BUT VERIFY

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