Daniel L. Granucci

IRON PATH WEALTH MANAGEMENT

Newtown, CT

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CRD#: 4968727

Professional summary

Daniel L Granucci, CFA, CFP®, who also goes by Daniel L. Granucci, Daniel Lesiak Granucci, Daniel Granucci, Dan Granucci, is a registered financial advisor currently at IRON PATH WEALTH MANAGEMENT, INC. located in Newtown, Connecticut.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Daniel has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Employee and Employer Plan Ben...

Estate Planning

Insurance Planning

Tax Planning

Investment Planning

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

Business Owners

Cash Flow/Budgets/Credit Issue...

Entrepreneurs

Estate & Generational Planning...

Financial Psychology/Coaching

High Net Worth Client Needs

Are you a "fiduciary"?

Yes

Aliases

Daniel L. Granucci | Daniel Lesiak Granucci | Daniel Granucci | Dan Granucci

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 L Granucci'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®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

January 27, 2021 - Present

IRON PATH WEALTH MANAGEMENT, INC.

RIA

CRD#: 309149

Newtown, CT

Past

September 9, 2020 - December 31, 2020

IRON PATH WEALTH MANAGEMENT, INC.

RIA

CRD#: 309149

NEWTOWN, CT

Past

September 25, 2017 - December 31, 2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

Stamford, CT

Past

September 14, 2017 - August 13, 2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Stamford, CT

Past

January 19, 2016 - June 26, 2017

REBY ADVISORS, LLC

RIA

CRD#: 126140

DANBURY, CT

Past

January 15, 2016 - June 27, 2017

TRIAD ADVISORS LLC

CRD#: 25803

DANBURY, CT

Past

October 11, 2011 - January 19, 2016

LPL FINANCIAL LLC

RIA

CRD#: 6413

DARIEN, CT

Past

October 11, 2011 - January 19, 2016

LPL FINANCIAL LLC

CRD#: 6413

DARIEN, CT

Past

February 24, 2009 - October 11, 2011

UVEST FINANCIAL SERVICES GROUP, INC.

RIA

CRD#: 13787

NEWINGTON, CT

Past

February 13, 2007 - October 11, 2011

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

NEWINGTON, CT

Past

August 1, 2005 - February 13, 2007

WEBSTER INVESTMENT SERVICES, INC.

CRD#: 46588

AVON, CT

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

Connecticut
(1/27/2021)

IAR

New York
(3/30/2023)

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: 2/23/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/15/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/13/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/29/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

IRON PATH WEALTH MANAGEMENT, INC.

CRD#: 309149 / SEC#:

Connecticut

Registered Investment Advisory firm - (1/27/2021 Approved)

New York

Registered Investment Advisory firm - (3/30/2023 Approved)

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Contact information

Main Address

Newtown, CT

Mailing Address

Phone number

(203) 321-3444

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	165
AUM (Assets Under Management)	$ 41,203,141

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.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Daniel L. Granucci

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel L Granucci's CRS (Customer Relationship Summary).

Certified licenses

Experience

IRON PATH WEALTH MANAGEMENT, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

REBY ADVISORS, LLC

TRIAD ADVISORS LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

UVEST FINANCIAL SERVICES GROUP, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

WEBSTER INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/23/2009

Series 63

Date: 8/15/2005

SIE

Date: 10/1/2018

Series 7

Date: 11/13/2008

Series 6

Date: 7/29/2005

Current Firm

IRON PATH WEALTH MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

IRON PATH WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

Contact information

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