Daniel G. Tilton

TILTON ASSET MANAGEMENT

WESTON, MA 02493

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CRD#: 4802270

Professional summary

Daniel G Tilton, CFP® is a registered financial advisor currently at TILTON ASSET MANAGEMENT located in Weston, Massachusetts.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Daniel has worked at 1 firm 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel G Tilton'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®

CFP^®

Certified Financial Planner

Experience

Current

October 8, 2004 - Present

TILTON ASSET MANAGEMENT

Office #1: 510 Boston Post Road, Weston, MA 02493

RIA

CRD#: 128623

WESTON, 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

Massachusetts
(10/8/2004)

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Exams

State Security Law Exam

IAR

Series 65

Date: 12/3/1999

Uniform Investment Adviser Law Examination

Current Firm

TILTON ASSET MANAGEMENT

CRD#: 128623 / SEC#:

Massachusetts

Registered Investment Advisory firm - (11/10/2000 Approved)

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Contact information

Main Address

510 Boston Post Road, Weston, MA 02493

Mailing Address

Phone number

(781) 373-2244

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	139
AUM (Assets Under Management)	$ 94,702,565

Red Flags

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Daniel G. Tilton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel G Tilton's CRS (Customer Relationship Summary).

Certified licenses

Experience

TILTON ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 12/3/1999

Current Firm

TILTON ASSET MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TILTON ASSET MANAGEMENT

TRUST BUT VERIFY

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