Patrick J Daniels
CFP®Professional Summary
Patrick J Daniels, CFP®, who also goes by Patrick James Daniels, was a registered financial advisor. Patrick was a previously registered financial professional and started their career in finance 2014 - 2024. Patrick had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tax Planning
- Financial Planning
- Business Services
- Risk Management & Insurance
- Investment Management
- Education Funding
- Retirement Planning
- Cashflow & Budgeting
Biography
My favorite subjects growing up were psychology and finance, so it’s no wonder I was drawn to a profession where I am able to combine the two. I've always been fascinated by how people’s behavior drove their financial decisions, which led me to study Business Administration at Ball State University. After graduating -- in the midst of the financial crisis -- I worked as a bank teller and my love for personal finance grew. The...
Other Aliases
Patrick James Daniels
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
FABRIC WEALTH | ONEK FINANCIAL, INC. | FACET WEALTH, INC, | FACET WEALTH, INC | FACET WEALTH | FACET
Contact Information
Main Address
2054 Vista Parkway Ste 400, West Palm Beach, FL 33411Phone Number
(443) 376-6222# of Employees
238SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
43,934AUM (Assets Under Management)
$7,603,700,943Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/29/2025 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
FABRIC WEALTH | ONEK FINANCIAL, INC. | FACET WEALTH, INC, | FACET WEALTH, INC | FACET WEALTH | FACET
State Registrations and Notice Filings
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Patrick
- Tax Planning
- Financial Planning
- Business Services
- Risk Management & Insurance
- Investment Management
- Education Funding
- Retirement Planning
- Cashflow & Budgeting
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