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Daniel Louis Wanek

SIXTH STREET BD
San Francisco, CA
·CRD# 6534764·11 years experience

Professional Summary

Daniel Louis Wanek is a registered financial advisor currently at SIXTH STREET BD, LLC located in San Francisco, California. 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 99TO, SIE and Series 27 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

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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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Years of Experience

11 years in the financial services industry

Current & Past Employments

SIXTH STREET BD, LLC·CRD# 281933
BD
1 Letterman Drive Building B, Suite B6-100, San Francisco, CA 94129
March 17, 2016 - Present
TPG CAPITAL BD, LLC·CRD# 143876
BD
San Francisco, CA
August 29, 2015 - January 6, 2016

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Current Firm

SS
SIXTH STREET BD, LLC

SIXTH STREET BD, LLC | TSSP BD, LLC

CRD#: 281933 / SEC#: 8-69697
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

888 Seventh Avenue 41st Floor, New York, NY 10106

Mailing Address

888 Seventh Avenue 41st Floor, New York, NY 10106

Phone Number

+1 (212) 405-8418

Established

Delaware since 01/26/2015

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
SIXTH STREET OPPORTUNITIES ADVISERS HOLDINGS, LLCMEMBER—
SIXTH STREET PARTNERS II MANAGEMENT COMPANY, L.P.MEMBER—
CHEN, DAVID ERICCHIEF COMPLIANCE OFFICER5679045
D'ARCY, BRIAN EDWARDCO-CHIEF EXECUTIVE OFFICER4972383
SIMMONDS, IAN TIMOTHYCO-CHIEF EXECUTIVE OFFICER5028367
TSSP HOLDCO MANAGEMENT, LLCMANAGING MEMBER—
WANEK, DANIEL LOUISCHIEF FINANCIAL OFFICER/FINOP, POO, PFO6534764

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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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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Jan 2023About the SIE exam

Series 27 — Financial and Operations Principal Examination

Passed Aug 2015About the Series 27 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Daniel Louis Wanek's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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