DA
Daniel A. Amir
CROW HOLDINGS SECURITIES, L.L.C.
Dallas, TX 75219
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CRD#: 6382932
DA
Professional summary
Daniel Adam Amir, who also goes by Dan Amir, Daniel Amir, is a registered financial professional currently at CROW HOLDINGS SECURITIES, L.L.C. located in Dallas, Texas.
Daniel is registered as a RR (Registered Representative) and started their career in finance in 2015. Daniel has worked at 2 firms and has passed the Series 63, SIE, Series 79TO, Series 7TO and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Dan Amir | Daniel Amir
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.
CRS (Client Relationship Summary) - BD
Click below to view Daniel Adam Amir'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
February 10, 2022 - Present
CROW HOLDINGS SECURITIES, L.L.C.
Office #1: 3819 Maple Avenue, Dallas, TX 75219Office #2: 3819 Maple Avenue, Dallas, TX 75219BD
CRD#: 308543
Dallas, TX
Past
February 13, 2015 - July 31, 2017
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/25/2022)
RR
Alaska(6/10/2022)
RR
Arizona(4/20/2022)
RR
Arkansas(3/24/2022)
RR
California(3/4/2022)
RR
Colorado(3/9/2022)
RR
Connecticut(3/23/2022)
RR
Delaware(3/16/2022)
RR
District of Columbia(3/21/2022)
RR
Florida(5/27/2022)
RR
Georgia(3/16/2022)
RR
Hawaii(4/1/2022)
RR
Idaho(2/25/2022)
RR
Illinois(5/26/2022)
RR
Indiana(9/28/2022)
RR
Iowa(2/24/2022)
RR
Kansas(5/2/2022)
RR
Kentucky(3/8/2022)
RR
Louisiana(2/28/2022)
RR
Maine(3/7/2022)
RR
Maryland(3/22/2022)
RR
Massachusetts(4/29/2022)
RR
Michigan(5/20/2022)
RR
Minnesota(12/22/2022)
RR
Mississippi(2/28/2022)
RR
Missouri(5/27/2022)
RR
Montana(5/18/2022)
RR
Nebraska(5/2/2022)
RR
Nevada(2/25/2022)
RR
New Hampshire(5/5/2022)
RR
New Jersey(5/23/2022)
RR
New Mexico(6/21/2022)
RR
New York(3/6/2022)
RR
North Carolina(2/25/2022)
RR
North Dakota(5/18/2022)
RR
Ohio(4/4/2022)
RR
Oklahoma(4/20/2022)
RR
Oregon(4/5/2022)
RR
Pennsylvania(3/1/2022)
RR
Puerto Rico(5/10/2022)
RR
Rhode Island(3/9/2022)
RR
South Carolina(5/24/2022)
RR
South Dakota(4/19/2022)
RR
Tennessee(5/2/2022)
RR
Texas(2/24/2022)
RR
Utah(2/24/2022)
RR
Vermont(5/2/2022)
RR
Virgin Islands(4/27/2022)
RR
Virginia(3/19/2022)
RR
Washington(4/19/2022)
RR
West Virginia(4/14/2022)
RR
Wisconsin(5/2/2022)
RR
Wyoming(6/1/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 79TO
Date: 3/23/2022
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Date: 8/5/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CH
CROW HOLDINGS SECURITIES, L.L.C.
CROW HOLDINGS SECURITIES, L.L.C.
CRD#: 308543 / SEC#: , 8-70656
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information
Main Address
3819 Maple Avenue, Dallas, TX 75219
Mailing Address
3819 Maple Avenue, Dallas, TX 75219
Phone number
(214) 661-8000
Established
Delaware since 03/16/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (53 States and Territories)
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CROW HOLDINGS SECURITIES, L.L.C.
CRD#: 308543Dallas, TX 75219TRUST BUT VERIFY
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