Daniel S. Leritz
Professional summary
Daniel Schoen Leritz is a registered financial advisor currently at CATAPULT INVESTMENT MANAGEMENT located in Saint Louis, Missouri and KRILOGY located in St. Louis, Missouri.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Daniel has worked at 5 firms and has passed the Series 66, Series 63, Series 65, Series 7 and Series 31 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Schoen Leritz's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 4, 2011 - Present
CATAPULT INVESTMENT MANAGEMENT
October 22, 2025 - Present
KRILOGY
Office #1: 275 N. Lindbergh Ste. 20, St. Louis, MO 63141April 27, 2009 - August 11, 2009
MORGAN KEEGAN & COMPANY, LLC
April 3, 2009 - August 11, 2009
MORGAN KEEGAN & COMPANY, LLC
February 10, 2004 - April 2, 2004
NEW ENGLAND SECURITIES
March 19, 2001 - December 3, 2001
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
KRILOGY
CRD#: 149046 / SEC#: 801-69838
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/4/2011)
Exams
Current Firm
KRILOGY
CRD#: 149046 / SEC#: 801-69838
Contact information
SEC notice filing (36 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,780 |
| AUM (Assets Under Management) | $ 4,954,332,013 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/13/2025 | ||
| 02/27/2025 | ||
| 10/12/2023 | ||
| 01/03/2023 |
Red Flags
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