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DL

Daniel Lee

AD QUATENUS MANAGEMENT GROUP LLC
Farmington, MI 48335
Some features on this profile are disabled
CRD#: 4154283
DL

Professional summary

Daniel Lee is a registered financial advisor currently at AD QUATENUS MANAGEMENT GROUP LLC located in Farmington, Michigan.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Daniel has worked at 4 firms and has passed the Series 63, Series 86, Series 87 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Lee'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®
None

Experience

Current

June 18, 2020 - Present

AD QUATENUS MANAGEMENT GROUP LLC

Office #1: 33505 State Stret Suite 104, Farmington, MI 48335
RIA
CRD#: 309340
Farmington, MI
Past

May 11, 2010 - January 2, 2013

LOOMIS SAYLES DISTRIBUTORS, L.P.

BD
CRD#: 41795
BLOOMFIELD HILLS, MI
Past

February 13, 2007 - May 20, 2008

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

July 5, 2000 - June 6, 2003

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY

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
Michigan
(6/18/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 4/2/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 86
Date: 4/23/2007
Research Analyst Exam - Part I Analysis Module
General Industry/Product Exam
RR
Series 87
Date: 3/26/2007
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 7
Date: 2/12/2007
General Securities Representative Examination

Current Firm

AQ
AD QUATENUS MANAGEMENT GROUP LLC
AD QUATENUS MANAGEMENT GROUP LLC | BEEZER INVESTMENT I, LLC

CRD#: 309340 / SEC#:

Michigan
Registered Investment Advisory firm - (6/17/2020 Approved)
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Contact information

Main Address
33505 State Stret Suite 104, Farmington, MI 48335
Mailing Address
Phone number
(313) 528-1057
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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

Company Information

AD QUATENUS MANAGEMENT GROUP LLC

CRD#: 309340Farmington, MI 48335

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