Daniel J. Reed
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Daniel Jackson Reed, who also goes by Dan Reed, was a registered financial professional .
Daniel is a previously registered financial professional and started their career in finance in 1997. Daniel had worked at 2 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 14, 2019 - May 14, 2024
TELOS CAPITAL MANAGEMENT, INC.
July 8, 1997 - June 19, 2020
MCCUEN & CO INC
Primary Firm SEC Registration
TELOS CAPITAL MANAGEMENT, INC.
CRD#: 149108 / SEC#: 801-69837
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
TELOS CAPITAL MANAGEMENT, INC.
CRD#: 149108 / SEC#: 801-69837
Contact information
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,322 |
| AUM (Assets Under Management) | $ 1,415,056,947 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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