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DO

Daniel J. Onan

STARWOOD CAPITAL, L.L.C.
Arlington, VA 22209
Some features on this profile are disabled
CRD#: 4718482
DO

Professional summary

Daniel John Onan is a registered financial professional currently at STARWOOD CAPITAL, L.L.C. located in Arlington, Virginia.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 2004. Daniel has worked at 8 firms and has passed the Series 63, SIE, Series 3, Series 7, Series 6 and Series 30 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Daniel John Onan'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

March 8, 2019 - Present

STARWOOD CAPITAL, L.L.C.

Office #1: 1525 Wilson Boulevard, Suit 825, Arlington, VA 22209
BD
CRD#: 146057
Arlington, VA
Past

September 25, 2018 - March 1, 2019

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
EDISON, NJ
Past

May 4, 2018 - June 22, 2018

UBS ASSET MANAGEMENT (US) INC.

BD
CRD#: 583
CHICAGO, IL
Past

September 16, 2015 - September 2, 2016

FDX CAPITAL LLC

BD
CRD#: 119302
NEW YORK, NY
Past

January 9, 2015 - September 15, 2015

ALT FUND DISTRIBUTORS LLC

BD
CRD#: 146547
NEW YORK, NY
Past

November 16, 2012 - November 21, 2014

ALPHAMAX DISTRIBUTORS, L.L.C.

BD
CRD#: 8258
LA JOLLA, CA
Past

April 20, 2006 - November 23, 2012

GUGGENHEIM DISTRIBUTORS, LLC

BD
CRD#: 40805
SCHAUMBURG, IL
Past

February 11, 2004 - March 27, 2006

EVERLAKE DISTRIBUTORS, LLC

BD
CRD#: 100460
NORTHBROOK, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(3/8/2019)
RR
Michigan
(3/8/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 3/16/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 12/21/2012
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 12/23/2006
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/10/2004
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 30
Date: 1/26/2013
NFA Branch Manager Examination
SRO Registrations
RR
FINRA

Current Firm

SC
STARWOOD CAPITAL, L.L.C.
591 CAPITAL SECURITIES, L.L.C. | STARWOOD CAPITAL, L.L.C.

CRD#: 146057 / SEC#: , 8-67788

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
591 West Putnam Avenue, Greenwich, CT 06830
Mailing Address
591 West Putnam Avenue, Greenwich, CT 06830
Phone number
(203) 422-7775
Established
Delaware since 08/02/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
STARWOOD CAPITAL GROUP HOLDINGS, L.P.MEMBER
BOULIER, CHARLES JOSEPHFINOP6766152
GUTTIN, MATTHEW SCOTTCEO/CCO5801291
STARWOOD CAPITAL GROUP HOLDINGS GP, L.L.C.MANAGER

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

STARWOOD CAPITAL, L.L.C.

CRD#: 146057Arlington, VA 22209

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