DL
Dagean Larsen
SILER WEALTH MANAGEMENT
Longwood, FL 32750
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CRD#: 7203632
DL
Professional summary
Dagean Larsen is a registered financial advisor currently at SILER WEALTH MANAGEMENT located in Longwood, Florida.
Dagean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Dagean has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) - RIA
Click below to view Dagean Larsen'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
May 6, 2024 - Present
SILER WEALTH MANAGEMENT
Office #1: 100 Crown Oak Centre Drive, Longwood, FL 32750RIA
CRD#: 108682
Longwood, FL
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
Florida(5/6/2024)
Current Firm
SW
SILER WEALTH MANAGEMENT
SDR INVESTMENT MANAGEMENT, INC. | STOCKDR COM INC | SILER WEALTH MANAGEMENT | SILER FINANCIAL GROUP, LLC. DBA SDR INVESTMENT MANAGEMENT, INC. | SILER FINANCIAL GROUP | SDR INVESTMENT MANAGEMENT, INC. DBA SILER WEALTH MANAGEMENT | SDR INVESTMENT MANAGEMENT, INC. DBA SILER FINANCIAL GROUP | SDR INVESTMENT MANAGEMENT, INC. D/B/A SILER WEALTH MANAGEMENT
CRD#: 108682 / SEC#: 801-134930
Alaska
Registered Investment Advisory firm - (11/25/2015 Terminated)Florida
Registered Investment Advisory firm - (11/12/2009 Approved)Georgia
Registered Investment Advisory firm - (11/6/2018 Approved)Nevada
Registered Investment Advisory firm - (12/18/2015 Terminated)New York
Registered Investment Advisory firm - (9/10/2009 Cancelled)Washington
Registered Investment Advisory firm - (12/18/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Crown Oak Centre Drive, Longwood, FL 32750
Mailing Address
Phone number
(407) 831-8002
Established
Firm type
Fiscal year end
# of Employees
6
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 988 |
| AUM (Assets Under Management) | $ 168,934,505 |
Red Flags
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