Daniel A. Newman
Professional summary
Daniel Aaron Newman, CFP®, ChFC®, CLU®, who also goes by Danny Aaron Newman, is a registered financial advisor currently at NOBLE WEALTH MANAGEMENT P.B.C. located in Greenwood Village, Colorado.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Daniel has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Aaron Newman's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 3, 2022 - Present
NOBLE WEALTH MANAGEMENT P.B.C.
Office #1: 6400 S Fiddlers Green Circle Suite 525, Greenwood Village, CO 80111February 20, 2013 - October 17, 2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
February 20, 2013 - October 17, 2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
March 19, 2012 - January 31, 2013
KEY INVESTMENT SERVICES LLC
March 19, 2012 - January 31, 2013
KEY INVESTMENT SERVICES LLC
June 1, 2007 - March 21, 2012
T. ROWE PRICE ADVISORY SERVICES, INC.
May 1, 2007 - March 21, 2012
T. ROWE PRICE INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
NOBLE WEALTH MANAGEMENT P.B.C.
CRD#: 322607 / SEC#: 801-126632
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/3/2022)
(10/3/2022)
Exams
Current Firm
NOBLE WEALTH MANAGEMENT P.B.C.
CRD#: 322607 / SEC#: 801-126632
Contact information
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 644 |
| AUM (Assets Under Management) | $ 338,692,100 |
Red Flags
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