Daniel R. Preslar

1618 ADVISORS LLC

Charlotte, NC 28210

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CRD#: 4678872

Professional summary

Daniel Robinson Preslar is a registered financial advisor currently at 1618 ADVISORS LLC located in Charlotte, North Carolina.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Daniel has worked at 7 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 31, Series 7, Series 6 and Series 24 exams.

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.

1) PURSHE KAPLAN STERLING INVESTMENTS; INVESTMENT RELATED; ALBANY, NY; REGISTERED BROKER/DEALER; REGISTERED REPRESENTATIVE; START: 09/2015; HOURS: 10 HOURS PER MONTH, 5 DURING SECURITIES TRADING 2) Daniel Preslar, Sole Proprietor: INVESTMENT RELATED; CHARLOTTE NC; INSURANCE AGENCY; INSURANCE AGENT; START 09/2015; HOURS: 5 HOURS PER MONTH; 2 DURING SECURITIES TRADING 3) DRP PARTNERS, LLC;; non investment related; Charlotte NC; Managing Member; pass through entity for tax purposes; start 01/2008; 0 hours per month. 4) 1618 Advisors LLC. Investment Related. At Registered Location. RIA. Managing Member. Start: 12/2023. 200 hrs/month; all during trading hours. Managing the business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Robinson Preslar'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

May 6, 2024 - Present

1618 ADVISORS LLC

Office #1: 6000 Fairview Rd. #1200, Charlotte, NC 28210

RIA

CRD#: 329864

Charlotte, NC

Past

September 8, 2015 - December 31, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Charlotte, NC

Past

May 5, 2015 - September 2, 2015

HB SECURITIES, LLC

CRD#: 140356

NEWPORT BEACH, CA

Past

April 20, 2015 - May 1, 2024

REDWOOD WEALTH MANAGEMENT, LLC

RIA

CRD#: 173916

SANTA MONICA, CA

Past

December 7, 2007 - April 24, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

CHARLOTTE, NC

Past

December 7, 2007 - April 24, 2015

LPL FINANCIAL LLC

CRD#: 6413

CHARLOTTE, NC

Past

August 26, 2004 - December 14, 2007

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

CHARLOTTE, NC

Past

August 16, 2004 - December 14, 2007

A. G. EDWARDS & SONS, INC.

CRD#: 4

CHARLOTTE, NC

Past

February 18, 2004 - May 28, 2004

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

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

North Carolina
(5/6/2024)

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 66

Date: 8/25/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/26/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 4/25/2008

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 8/14/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/17/2004

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/5/2008

General Securities Principal Examination

Current Firm

1618 ADVISORS LLC

CRD#: 329864 / SEC#:

North Carolina

Registered Investment Advisory firm - (5/6/2024 Approved)

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Contact information

Main Address

6000 Fairview Rd. #1200, Charlotte, NC 28210

Mailing Address

Phone number

(704) 885-2320

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	115
AUM (Assets Under Management)	$ 20,000,000

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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Firm Stability Insights

Daniel R. Preslar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Robinson Preslar's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

HB SECURITIES, LLC

REDWOOD WEALTH MANAGEMENT, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

SIGNATOR INVESTORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/25/2004

Series 63

Date: 4/26/2004

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 31

Date: 4/25/2008

Series 7

Date: 8/14/2004

Series 6

Date: 2/17/2004

Series 24

Date: 4/5/2008

Current Firm

1618 ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

1618 ADVISORS LLC

TRUST BUT VERIFY

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