Daniel P. Amador
Professional summary
Daniel Patrick Lee Amador, CFP®, who also goes by Dan Amador, is a registered financial advisor currently at GDS WEALTH MANAGEMENT located in Flower Mound, Texas.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Daniel has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Patrick Lee Amador's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 27, 2023 - Present
GDS WEALTH MANAGEMENT
Office #1: 2910 Lakeside Village Blvd, Flower Mound, TX 75022March 23, 2021 - October 25, 2023
SCHWAB WEALTH ADVISORY, INC.
February 18, 2020 - March 23, 2021
CHARLES SCHWAB & CO., INC.
November 8, 2019 - October 25, 2023
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
GDS WEALTH MANAGEMENT
CRD#: 315934 / SEC#: 801-122391
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/27/2023)
Exams
Series 7TO
Date: 11/8/2019
General Securities Representative ExaminationCurrent Firm
GDS WEALTH MANAGEMENT
CRD#: 315934 / SEC#: 801-122391
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,420 |
| AUM (Assets Under Management) | $ 1,281,897,626 |
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.
