Daniel K. Blecher
Professional summary
Daniel Kurt Blecher, CIMA®, who also goes by Dan Blecher, Daniel K Blecher, Danny Blecher, is a registered financial advisor currently at PIVOT INVESTMENT PLANNING, LLC located in San Antonio, Texas.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Daniel has worked at 3 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Kurt Blecher's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 12, 2024 - Present
PIVOT INVESTMENT PLANNING, LLC
Office #1: 8610 Broadway Suite 251, San Antonio, TX 78217August 14, 2015 - January 24, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 14, 2015 - January 24, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 21, 2008 - September 10, 2015
RBC CAPITAL MARKETS, LLC
November 21, 2008 - September 10, 2015
RBC CAPITAL MARKETS, LLC
August 1, 2003 - November 26, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 3, 2003 - November 26, 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/12/2024)
Exams
Current Firm
PIVOT INVESTMENT PLANNING, LLC
CRD#: 328568 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 55 |
| AUM (Assets Under Management) | $ 45,664,896 |
Red Flags
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