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Daniel F. Friel
JSK CAPITAL ADVISORS
Waltham, MA 02451
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CRD#: 6168165
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Professional summary
Daniel F. Friel is a registered financial advisor currently at JSK CAPITAL ADVISORS, LLC located in Waltham, Massachusetts.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Daniel has worked at 1 firm .
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.
CPA, OWNER OF DANIEL F. FRIEL, CPA, PC, SAME ADDRESS, NON-INVESTMENT RELATED. MORE THAN 50% OF BUSINESS TIME.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel F. Friel'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®
NoneExperience
Current
April 5, 2013 - Present
JSK CAPITAL ADVISORS, LLC
Office #1: 404 Wyman Street Suite 380, Waltham, MA 02451RIA
CRD#: 167038
Waltham, MA
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
Massachusetts(4/5/2013)
Exams
Current Firm
JC
JSK CAPITAL ADVISORS, LLC
JSK CAPITAL ADVISORS, LLC
CRD#: 167038 / SEC#:
Massachusetts
Registered Investment Advisory firm - (4/5/2013 Approved)New Hampshire
Registered Investment Advisory firm - (4/15/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
404 Wyman Street Suite 380, Waltham, MA 02451
Mailing Address
Phone number
(781) 890-3150
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 22 |
| AUM (Assets Under Management) | $ 12,578,345 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/04/2025 | ||
| 01/28/2025 | ||
| 11/08/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
JSK CAPITAL ADVISORS, LLC
CRD#: 167038Waltham, MA 02451TRUST BUT VERIFY
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