Daniel D. Parker

ACROPOLIS PARTNERS

Brentwood, TN 37027

Some features on this profile are disabled

CRD#: 5773669

Professional summary

Daniel Davis Parker, who also goes by Daniel Parker, is a registered financial advisor currently at ACROPOLIS PARTNERS, LLC located in Brentwood, Tennessee.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Daniel has worked at 6 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Parker

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.

1. Insurance Agent; investment related; same office; Nature of business is insurance; devotes 10 hour/month outside of securities hours; duties: Insurance sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Davis Parker'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

April 6, 2021 - Present

ACROPOLIS PARTNERS, LLC

Office #1: 101 Creekside Crossing Suite 1700-120, Brentwood, TN 37027

RIA

CRD#: 312129

Brentwood, TN

Past

October 11, 2019 - November 10, 2020

ZERMATT SECURITIES LLC

CRD#: 47502

Brentwood, TN

Past

August 16, 2019 - April 7, 2021

HAYDEN ROYAL

RIA

CRD#: 170037

Brentwood, TN

Past

February 12, 2016 - August 22, 2019

CARY STREET PARTNERS

RIA

CRD#: 128545

Brentwood, TN

Past

February 12, 2016 - August 22, 2019

CARY STREET PARTNERS

CRD#: 128089

Brentwood, TN

Past

September 1, 2011 - February 23, 2016

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA

CRD#: 793

NASHVILLE, TN

Past

March 8, 2011 - February 23, 2016

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

NASHVILLE, TN

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

Arkansas
(1/19/2023)

IAR

Georgia
(8/4/2022)

IAR

Tennessee
(4/6/2021)

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: 8/31/2011

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/18/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/7/2011

General Securities Representative Examination

Current Firm

ACROPOLIS PARTNERS, LLC

CRD#: 312129 / SEC#:

Arkansas

Registered Investment Advisory firm - (1/19/2023 Approved)

Georgia

Registered Investment Advisory firm - (8/4/2022 Approved)

Tennessee

Registered Investment Advisory firm - (4/6/2021 Approved)

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

101 Creekside Crossing Suite 1700-120, Brentwood, TN 37027

Mailing Address

Phone number

(615) 490-7777

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	103
AUM (Assets Under Management)	$ 28,620,600

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

Thomas Ennis

TRUIST ADVISORY SERVICES, INC.

IAR

SUITE 620, TN

James Parker

MORGAN STANLEY

IAR

Franklin, TN

Steven Glasgow

GLOBAL RETIREMENT PARTNERS LLC

IAR

Nashville, TN

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Daniel D. Parker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Davis Parker's CRS (Customer Relationship Summary).

Certified licenses

Experience

ZERMATT SECURITIES LLC

HAYDEN ROYAL

CARY STREET PARTNERS

CARY STREET PARTNERS

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 8/31/2011

Series 7TO

Date: 11/18/2022

SIE

Date: 10/1/2018

Series 7

Date: 3/7/2011

Current Firm

ACROPOLIS PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ACROPOLIS PARTNERS, LLC

TRUST BUT VERIFY

Similar Advisors