Daniel L. Seltzer
Professional summary
Daniel Lee Seltzer, CFP®, who also goes by Daniel Seltzer, is a registered financial advisor currently at ARROW WEALTH ADVISORS located in San Antonio, Texas.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Daniel has worked at 3 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 Lee Seltzer's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
December 7, 2017 - Present
ARROW WEALTH ADVISORS
Office #1: 400 N Loop 1604 E Suite 280, San Antonio, TX 78232Office #2: 10831 Combine Rd Suite A, Auburn, CA 95602January 20, 2012 - November 30, 2017
U.S. FINANCIAL ADVISORS
October 13, 2011 - March 27, 2013
LPL FINANCIAL LLC
September 5, 2011 - December 6, 2017
LPL FINANCIAL 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
(8/25/2022)
(1/19/2022)
(12/7/2017)
Exams
Current Firm
ARROW WEALTH ADVISORS
CRD#: 290853 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 586 |
| AUM (Assets Under Management) | $ 100,149,362 |
Red Flags
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