Daniel E. Fudala
Professional summary
Daniel Edward Fudala, CFP®, who also goes by Daniel Fudala, is a registered financial advisor currently at HAZEL RIDGE ADVISORS, LLC located in Palatine, Illinois.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Daniel has worked at 3 firms and has passed the Series 66, SIE, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Edward Fudala's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
April 30, 2015 - Present
HAZEL RIDGE ADVISORS, LLC
January 28, 2008 - May 7, 2015
WELLS FARGO CLEARING SERVICES, LLC
January 11, 2008 - January 1, 2008
A. G. EDWARDS & SONS, INC.
January 1, 2008 - May 7, 2015
WELLS FARGO CLEARING SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/13/2015)
(4/30/2015)
Exams
Current Firm
HAZEL RIDGE ADVISORS, LLC
CRD#: 174965 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 40 |
| AUM (Assets Under Management) | $ 15,000,000 |
Red Flags
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