Daniel J. Laginess
Professional summary
Daniel James Laginess, who also goes by Daniel Laginess, is a registered financial advisor currently at UHY WEALTH MANAGEMENT RIA LLC located in Farmington Hills, Michigan.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Daniel has worked at 5 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 James Laginess's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 12, 2025 - Present
UHY WEALTH MANAGEMENT RIA LLC
Office #1: 27725 Stansbury Blvd, Suite 385, Farmington Hills, MI 48334April 16, 2013 - December 23, 2025
CORECAP ADVISORS
March 5, 2013 - December 23, 2025
CORECAP INVESTMENTS, LLC
April 10, 2007 - March 18, 2013
EQUITABLE ADVISORS, LLC
May 21, 1998 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
May 21, 1998 - March 18, 2013
EQUITABLE ADVISORS, 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
(12/12/2025)
Exams
Current Firm
UHY WEALTH MANAGEMENT RIA LLC
CRD#: 317608 / SEC#:
Contact information
Red Flags
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