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DS

Danny C. Seth

CAPITAL FLUENCY
IRVINE, CA 92606
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CRD#: 4431144
DS

Professional summary


Danny Chirag Seth, who also goes by Danny Seth, is a registered financial advisor currently at CAPITAL FLUENCY located in Irvine, California.

Danny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Danny has worked at 2 firms and has passed the Series 65 and Series 62 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Danny Seth

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.
I am not engaged in an other business activities. Please note that I own several real estate properties via an LLC structure. That makes me an officer of these LLCs. I spend less than 2 hour a month on managing this real estate activities as a property manager and my wife take care of the day to day. These properties are located in New Jersey and I live in California.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Danny Chirag Seth'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

December 13, 2019 - Present

CAPITAL FLUENCY

Office #1: 43 Corporate Park, Suite 104, Irvine, CA 92606
RIA
CRD#: 306267
IRVINE, CA
Past

October 23, 2001 - July 1, 2003

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
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
California
(12/13/2019)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/10/2019
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 62
Date: 10/22/2001
Corporate Securities Limited Representative Examination

Current Firm


CF
CAPITAL FLUENCY
CAPITAL FLUENCY | INVESTMENT ADVICE | CAPITAL FLUENCY, LLC

CRD#: 306267 / SEC#:

California
Registered Investment Advisory firm - (12/13/2019 Approved)
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Contact information


Main Address
43 Corporate Park, Suite 104, Irvine, CA 92606
Mailing Address
Phone number
(949) 990-6250
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts91
AUM (Assets Under Management)$ 15,321,486

Red Flags


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.

Company Information


CAPITAL FLUENCY

CRD#: 306267Irvine, CA 92606

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