Daniel B. Conklin

HUNTER STREET INVESTMENT ADVISORS LLC

Apex, NC 27502

CRD#: 6556201

Professional summary

Daniel Brian Conklin, who also goes by Daniel Brian Conklin, Daniel B Conklin, is a registered financial advisor currently at HUNTER STREET INVESTMENT ADVISORS LLC located in Apex, North Carolina.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Daniel has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Brian Conklin | Daniel B Conklin

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Brian Conklin's CRS (Customer Relationship Summary).

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

September 12, 2025 - Present

HUNTER STREET INVESTMENT ADVISORS LLC

Office #1: 56 Hunter Street Suite 210, Apex, NC 27502

RIA

CRD#: 145334

Apex, NC

Past

October 31, 2023 - February 11, 2025

HUNTER STREET INVESTMENT ADVISORS LLC

RIA

CRD#: 145334

APEX, NC

Past

March 4, 2016 - November 1, 2023

EDWARD JONES

RIA

CRD#: 250

GARNER, NC

Past

December 3, 2015 - November 1, 2023

EDWARD JONES

CRD#: 250

GARNER, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HUNTER STREET INVESTMENT ADVISORS LLC

CRD#: 145334 / SEC#: 801-131679

RIA

Registered Investment Advisory firm - (2/5/2025 Approved)

Illinois

Registered Investment Advisory firm - (4/15/2025 Terminated)

New York

Registered Investment Advisory firm - (2/6/2025 Terminated)

North Carolina

Registered Investment Advisory firm - (2/11/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

New York
(9/12/2025)

IAR

North Carolina
(9/12/2025)

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

State Security Law Exam

IAR

Series 66

Date: 12/23/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/3/2015

General Securities Representative Examination

Current Firm

HUNTER STREET INVESTMENT ADVISORS LLC

CRD#: 145334 / SEC#: 801-131679

RIA

Registered Investment Advisory firm - (2/5/2025 Approved)

Illinois

Registered Investment Advisory firm - (4/15/2025 Terminated)

New York

Registered Investment Advisory firm - (2/6/2025 Terminated)

North Carolina

Registered Investment Advisory firm - (2/11/2025 Terminated)

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Contact information

Main Address

56 Hunter Street Suite 210, Apex, NC 27502

Mailing Address

Phone number

(919) 589-4040

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HUNTER STREET INVESTMENT ADVISORS LLC RIA BROCHURE 03.27.2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	675
AUM (Assets Under Management)	$ 133,614,755

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.

Contact information

(xxx) xxx-xxxx

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Daniel B. Conklin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Brian Conklin's CRS (Customer Relationship Summary).

Certified licenses

Experience

HUNTER STREET INVESTMENT ADVISORS LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

HUNTER STREET INVESTMENT ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/23/2015

SIE

Date: 10/1/2018

Series 7

Date: 12/3/2015

Current Firm

HUNTER STREET INVESTMENT ADVISORS LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HUNTER STREET INVESTMENT ADVISORS LLC

TRUST BUT VERIFY

Contact information

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