Steven Richard Daniels
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Stevens Richard Daniels, Stevens Richard Daniels
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
28 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
DANIELS, STEVEN, RICHARD | EUDAIMON WEALTH MANAGEMENT
Contact Information
Main Address
Mt. Crested Butte, COMailing Address
P.o. Box 2926, Crested Butte, CO 81224Phone Number
(805) 895-5737# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
50AUM (Assets Under Management)
$19,000,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(4/30/2020)
(5/29/2020)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Steven Richard Daniels's CRS (Customer Relationship Summary).
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