DS

Daniel A. Suiter

THE SCHAMBER GROUP
Lafayette, IN 47909
Some features on this profile are disabled
CRD#: 5631876
DS

Professional summary


Daniel A Suiter, AIF®, CFP® is a registered financial advisor currently at THE SCHAMBER GROUP, INC. located in Lafayette, Indiana.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Daniel has worked at 3 firms and has passed the Series 66, SIE and Series 7 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.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Daniel A Suiter'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®
CFP®

Experience


Current

March 5, 2013 - Present

THE SCHAMBER GROUP, INC.

Office #1: 3526 Osborne Lane Suite B, Lafayette, IN 47909
RIA
CRD#: 166747
Lafayette, IN
Past

April 1, 2009 - December 31, 2022

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
LAFAYETTE, IN
Past

March 13, 2009 - December 31, 2022

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
LAFAYETTE, IN

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
Indiana
(3/5/2013)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/23/2009
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TS
THE SCHAMBER GROUP, INC.
THE SCHAMBER GROUP, INC.

CRD#: 166747 / SEC#:

Indiana
Registered Investment Advisory firm - (3/5/2013 Approved)
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Contact information


Main Address
3526 Osborne Lane Suite B, Lafayette, IN 47909
Mailing Address
Phone number
(765) 807-0683
Established
Firm type
Fiscal year end
# of Employees
2

Regulatory assets under management


Total Number of Accounts74
AUM (Assets Under Management)$ 52,155,618

Red Flags


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Company Information


THE SCHAMBER GROUP, INC.

CRD#: 166747Lafayette, IN 47909

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