Dean A. Daniel

DANIEL CAPITAL MANAGEMENT

Potomac Falls, VA

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CRD#: 5302777

Professional summary

Dean Allen Daniel is a registered financial advisor currently at DANIEL CAPITAL MANAGEMENT, LLC located in Potomac Falls, Virginia.

Dean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Dean has worked at 2 firms and has passed the Series 65 and Series 3 exams.

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.

SOMETIMES I PROVIDE STRATEGIC FINANCE CONSULTING SERVICES TO CORPORATIONS AND START-UPS. THIS CONSUMES LESS THAN 10% OF MY TIME AND IS DONE ON AN HOURLY BASIS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dean Allen Daniel'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®

None

Experience

Current

January 3, 2012 - Present

DANIEL CAPITAL MANAGEMENT, LLC

RIA

CRD#: 159487

Potomac Falls, VA

Past

April 17, 2007 - November 29, 2011

FINANCIAL INVESTMENTS, INC.

RIA

CRD#: 119611

HERNDON, VA

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

Virginia
(1/3/2012)

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Exams

State Security Law Exam

IAR

Series 65

Date: 2/19/2007

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 3

Date: 5/21/2013

National Commodity Futures Examination

Current Firm

DANIEL CAPITAL MANAGEMENT, LLC

DANIEL CAPITAL MANAGEMENT | DANIEL, DEAN ALLEN | DANIEL CAPITAL MANAGEMENT, LLC

CRD#: 159487 / SEC#:

Virginia

Registered Investment Advisory firm - (1/3/2012 Approved)

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Contact information

Main Address

Potomac Falls, VA

Mailing Address

Phone number

(703) 537-8095

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Dean A. Daniel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dean Allen Daniel's CRS (Customer Relationship Summary).

Certified licenses

Experience

DANIEL CAPITAL MANAGEMENT, LLC

FINANCIAL INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/19/2007

Series 3

Date: 5/21/2013

Current Firm

DANIEL CAPITAL MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

DANIEL CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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