Daniel R. Snover

PMV CAPITAL ADVISERS

Dallas, TX 75248-3335

Some features on this profile are disabled

CRD#: 5161189

Professional summary

Daniel Ray Snover, CFA, who also goes by Daniel Snover, is a registered financial advisor currently at PMV CAPITAL ADVISERS, LLC located in Dallas, Texas.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Daniel has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Snover

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.

COMPEDGE FINANCIAL INVESTMENT RELATED 6710 HORIZON RD, STE 100, HEATH TEXAS 75032 INSURANCE MARKETING ORGANIZATION AGENT SUPPORT REPRESENTATIVE STARTED 8/2024 75 HOURS PER MONTH OF WHICH 15 HOURS PER MONTH ARE DURING TREADING HOURS DUTIES INCLUDE SUBMITTING FIXED AND VARIABLE INSURANCE QUOTES THROUGH SOFTWARE ON BEHALF OF INSURANCE AGENTS AND REGISTERED REPRESENTATIVES PMV CAPITAL, LLC INVESTMENT RELATED 15660 DALLAS PKWY, SUITE 1250, DALLAS, TX 75248 HOLDING COMPANY OF AN INVESTMENT ADVISER (PMV CAPITAL ADVISERS, LLC) PRESIDENT AND 50% SHAREHOLDER 02/2020 APPROXIMATELY 120 HOURS PER MONTH APPROXIMATELY 60 HOURS PER MONTH DURING TRADING HOURS EXECUTIVE MANAGEMENT

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Ray Snover'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®

CFA

Chartered Financial Analyst

Experience

Current

May 13, 2020 - Present

PMV CAPITAL ADVISERS, LLC

Office #1: 15660 Dallas Pkwy Suite 1250, Dallas, TX 75248-3335

RIA

CRD#: 308010

Dallas, TX

Past

February 8, 2019 - July 7, 2020

CABANA ASSET MANAGEMENT

RIA

CRD#: 151418

Planto, TX

Past

January 15, 2014 - June 2, 2015

THE FIG GROUP, LLC

CRD#: 133558

HEATH, TX

Past

January 26, 2012 - June 25, 2020

CABANA ADVISORS, LLC

RIA

CRD#: 145395

PLANO, TX

Past

February 22, 2011 - January 20, 2012

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

HEATH, TX

Past

February 22, 2011 - January 20, 2012

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

HEATH, TX

Past

January 26, 2009 - March 7, 2011

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

HEATH, TX

Past

January 26, 2009 - March 7, 2011

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

HEATH, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PMV CAPITAL ADVISERS, LLC

CRD#: 308010 / SEC#: 801-126826

RIA

Registered Investment Advisory firm - (11/4/2022 Approved)

Texas

Registered Investment Advisory firm - (11/7/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(5/13/2020)

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: 8/5/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/2/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/23/2009

General Securities Representative Examination

Current Firm

PMV CAPITAL ADVISERS, LLC

CRD#: 308010 / SEC#: 801-126826

RIA

Registered Investment Advisory firm - (11/4/2022 Approved)

Texas

Registered Investment Advisory firm - (11/7/2022 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

15660 Dallas Pkwy Suite 1250, Dallas, TX 75248-3335

Mailing Address

Phone number

(972) 850-0146

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PMV CAPITAL ADVISERS ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	106
AUM (Assets Under Management)	$ 92,849,837

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.

Similar Advisors

David Alvarez

EDWARD JONES

IAR

Grapevine, TX

Kenneth Hopkins

ORION WEALTH MANAGEMENT LLC

IAR

Garland, TX

Jonathan Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

IAR

DALLAS, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Daniel R. Snover

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Ray Snover's CRS (Customer Relationship Summary).

Certified licenses

Experience

CABANA ASSET MANAGEMENT

THE FIG GROUP, LLC

CABANA ADVISORS, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

PMV CAPITAL ADVISERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/5/2008

SIE

Date: 6/2/2015

Series 7

Date: 1/23/2009

Current Firm

PMV CAPITAL ADVISERS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PMV CAPITAL ADVISERS, LLC

TRUST BUT VERIFY

Similar Advisors