Gregory D. Van Wyk

DANIEL INVESTMENT ASSOCIATES

Santa Barbara, CA 93101

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CRD#: 4603281

Professional summary

Gregory Daniel Van Wyk is a registered financial advisor currently at DANIEL INVESTMENT ASSOCIATES, LLC located in Santa Barbara, California.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Gregory has worked at 5 firms and has passed the Series 65 exam.

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.

GREG D. VAN WYK MAINTAINS HIS CERTIFICATION AS AN ACCOUNTANT (CPA) BUT IS INACTIVE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Daniel Van Wyk's CRS (Customer Relationship Summary).

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

May 24, 2011 - Present

DANIEL INVESTMENT ASSOCIATES, LLC

Office #1: 923 Saint Vincent Avenue Suite B, Santa Barbara, CA 93101

RIA

CRD#: 157284

Santa Barbara, CA

Past

March 20, 2015 - March 31, 2020

KOBO WEALTH CONSERVANCY

RIA

CRD#: 143654

SANTA BARBARA, CA

Past

November 14, 2012 - June 1, 2015

FIDUCIARY INVESTMENT COUNCIL, LLC

RIA

CRD#: 165458

SANTA BARBARA, CA

Past

August 20, 2009 - March 29, 2011

PACIFIC POINTE ADVISORS LLC

RIA

CRD#: 149892

SANTA BARBARA, CA

Past

January 17, 2003 - September 24, 2009

MANCHESTER CAPITAL MANAGEMENT LLC

RIA

CRD#: 110003

MONTECITO, CA

Past

October 31, 2002 - December 31, 2002

MANCHESTER CAPITAL MANAGEMENT LLC

RIA

CRD#: 110003

MONTECITO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

DANIEL INVESTMENT ASSOCIATES, LLC

CRD#: 157284 / SEC#: 801-77862

RIA

Registered Investment Advisory firm - (4/2/2013 Approved)

California

Registered Investment Advisory firm - (5/8/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(5/24/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/29/2002

Uniform Investment Adviser Law Examination

Current Firm

DANIEL INVESTMENT ASSOCIATES, LLC

CRD#: 157284 / SEC#: 801-77862

RIA

Registered Investment Advisory firm - (4/2/2013 Approved)

California

Registered Investment Advisory firm - (5/8/2013 Terminated)

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Contact information

Main Address

923 Saint Vincent Avenue Suite B, Santa Barbara, CA 93101

Mailing Address

27 W. Anapamu Street Ste. 345, Santa Barbara, CA 93101

Phone number

(805) 845-7724

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DANIEL INVESTMENT ASSOCIATES PART 2A (8/6/2025)

Regulatory assets under management

Total Number of Accounts	35
AUM (Assets Under Management)	$ 220,524,940

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.

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Gregory D. Van Wyk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory Daniel Van Wyk's CRS (Customer Relationship Summary).

Certified licenses

Experience

DANIEL INVESTMENT ASSOCIATES, LLC

KOBO WEALTH CONSERVANCY

FIDUCIARY INVESTMENT COUNCIL, LLC

PACIFIC POINTE ADVISORS LLC

MANCHESTER CAPITAL MANAGEMENT LLC

MANCHESTER CAPITAL MANAGEMENT LLC

Primary Firm SEC Registration

DANIEL INVESTMENT ASSOCIATES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/29/2002

Current Firm

DANIEL INVESTMENT ASSOCIATES, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DANIEL INVESTMENT ASSOCIATES, LLC

TRUST BUT VERIFY

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