Daniel L. Mayer
Professional summary
Daniel Lehan Mayer, who also goes by Daniel Mayer, is a registered financial advisor currently at TRIUMPH CAPITAL MANAGEMENT located in Denver, Colorado.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Daniel has worked at 7 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 Lehan Mayer's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 18, 2016 - Present
TRIUMPH CAPITAL MANAGEMENT
Office #1: 1610 Wynkoop Street, Suite 550, Denver, CO 80202September 20, 2019 - February 10, 2020
CETERA WEALTH SERVICES, LLC
October 30, 2015 - February 10, 2020
SUMMIT FINANCIAL GROUP INC
October 13, 2015 - February 10, 2020
CETERA INVESTMENT ADVISERS LLC
September 1, 2015 - September 20, 2019
SUMMIT BROKERAGE SERVICES, INC.
November 10, 2014 - November 13, 2015
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC
August 19, 2014 - September 29, 2015
J.P. TURNER & COMPANY, L.L.C.
Primary Firm SEC Registration
TRIUMPH CAPITAL MANAGEMENT
CRD#: 282814 / SEC#: 801-107312
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/18/2016)
Exams
Current Firm
TRIUMPH CAPITAL MANAGEMENT
CRD#: 282814 / SEC#: 801-107312
Contact information
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,605 |
| AUM (Assets Under Management) | $ 529,969,949 |
Red Flags
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