Steven R. Daniels
Professional summary
Steven Richard Daniels, CFP®, who also goes by Stevens Richard Daniels, Stevens Richard Daniels, is a registered financial advisor currently at EUDAIMON WEALTH MANAGEMENT located in Mt. Crested Butte, Colorado.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Steven has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Steven Richard Daniels's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Experience
April 30, 2020 - Present
EUDAIMON WEALTH MANAGEMENT
October 22, 2013 - June 5, 2020
LAUREL WEALTH ADVISORS, INC.
July 3, 2008 - September 26, 2013
MERCER GLOBAL ADVISORS INC.
July 25, 2001 - October 30, 2001
WAVELAND CAPITAL PARTNERS LLC
June 23, 2000 - June 30, 2008
MERCER ADVISORS
August 25, 1998 - June 1, 2000
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/30/2020)
(5/29/2020)
Exams
Current Firm
EUDAIMON WEALTH MANAGEMENT
CRD#: 307658 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 50 |
| AUM (Assets Under Management) | $ 18,000,000 |
Red Flags
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