Daniel Alan Parker
Professional Summary
Daniel Alan Parker, who also goes by Daniel Parker, is a registered financial advisor currently at CUTHBERT CAPITAL MANAGEMENT LLC located in Philadelphia, Pennsylvania. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Daniel has worked at 9 firms and has passed the Series 66, SIE, Series 31, Series 7, Series 21 and Series 25 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Daniel Parker
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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.
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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Years of Experience
27 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CUTHBERT CAPITAL MANAGEMENT LLC
Contact Information
Main Address
Philadelphia, PAPhone Number
(585) 410-4883# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
36AUM (Assets Under Management)
$75,911,268Similar 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.
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State Registrations and Notice Filings
(4/12/2023)
(3/13/2023)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 21 — NYSE Front Line Specialist Clerk
Passed Jan 2000Series 25 — NYSE Trading Assistant Examination
Passed Sep 1999Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Alan Parker's CRS (Customer Relationship Summary).
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