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DW

Daniel S. Wykowski

PACIFIC STREET ADVISORS LLC
Los Angeles, CA
Some features on this profile are disabled
CRD#: 6364462
DW

Professional summary

Daniel Spencer Wykowski, who also goes by Daniel Wykowski, is a registered financial advisor currently at PACIFIC STREET ADVISORS LLC located in Los Angeles, California.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Daniel has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Daniel Wykowski

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.
NAME: Headspace, Inc. - INVESTMENT RELATED: non-investment related - ADDRESS: 2415 Michigan Avenue, Santa Monica, California - NATURE OF BUSINESS: online meditation - POSITION/TITLE/START: FP&A Manager (started 7/12/21) - HOURS/MONTH: 160hrs per month - HOURS DURING TRADING: 40hrs per week during securities trading hours - DUTIES: corporate financial analysis

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Spencer Wykowski'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

March 30, 2021 - Present

PACIFIC STREET ADVISORS LLC

RIA
CRD#: 313069
Los Angeles, CA
Past

October 13, 2015 - March 8, 2018

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
LOS ANGELES, CA
Past

August 20, 2014 - November 12, 2014

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
NAVATO, CA

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
California
(3/30/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 9/3/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/8/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/20/2014
General Securities Representative Examination

Current Firm

PS
PACIFIC STREET ADVISORS LLC
PACIFIC STREET ADVISORS LLC

CRD#: 313069 / SEC#:

California
Registered Investment Advisory firm - (3/30/2021 Approved)
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Contact information

Main Address
Los Angeles, CA
Mailing Address
Phone number
(415) 717-8633
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts7
AUM (Assets Under Management)$ 3,001,696

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.

Company Information

PACIFIC STREET ADVISORS LLC

CRD#: 313069Los Angeles, CA

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