Daniel Stephen Doolittle
Professional Summary
Daniel Stephen Doolittle is a registered financial advisor currently at INTEGRITAS WEALTH MANAGEMENT located in Carbondale, Illinois. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Daniel has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
CROSSTREE CAPITAL SECURITIES, LLC
CHARLES SCHWAB & CO., INC.
INDEPENDENCE CAPITAL CO., INC.
DWS DISTRIBUTORS, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
CROSSTREE CAPITAL SECURITIES, LLC
CHARLES SCHWAB & CO., INC.
INDEPENDENCE CAPITAL CO., INC.
DWS DISTRIBUTORS, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
CROSSTREE CAPITAL SECURITIES, LLC
CHARLES SCHWAB & CO., INC.
INDEPENDENCE CAPITAL CO., INC.
DWS DISTRIBUTORS, INC.
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.
Similar Advisors
CROSSTREE CAPITAL SECURITIES, LLC
CHARLES SCHWAB & CO., INC.
INDEPENDENCE CAPITAL CO., INC.
DWS DISTRIBUTORS, INC.
Years of Experience
6 years in the financial services industry
Current & Past Employments
Similar Advisors
CROSSTREE CAPITAL SECURITIES, LLC
CHARLES SCHWAB & CO., INC.
INDEPENDENCE CAPITAL CO., INC.
DWS DISTRIBUTORS, INC.
Current Firm
INTEGRITAS WEALTH MANAGEMENT | INTEGRITAS WEALTH MANAGEMENT LLC
Contact Information
Main Address
2250 N. Illinois Avenue, Carbondale, IL 62901Phone Number
(618) 833-1691# of Employees
2Documents
Similar Advisors
CROSSTREE CAPITAL SECURITIES, LLC
CHARLES SCHWAB & CO., INC.
INDEPENDENCE CAPITAL CO., INC.
DWS DISTRIBUTORS, INC.
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.
Similar Advisors
CROSSTREE CAPITAL SECURITIES, LLC
CHARLES SCHWAB & CO., INC.
INDEPENDENCE CAPITAL CO., INC.
DWS DISTRIBUTORS, INC.
State Registrations and Notice Filings
(10/1/2020)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
CROSSTREE CAPITAL SECURITIES, LLC
CHARLES SCHWAB & CO., INC.
INDEPENDENCE CAPITAL CO., INC.
DWS DISTRIBUTORS, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Stephen Doolittle's CRS (Customer Relationship Summary).
Similar Advisors
CROSSTREE CAPITAL SECURITIES, LLC
CHARLES SCHWAB & CO., INC.
INDEPENDENCE CAPITAL CO., INC.
DWS DISTRIBUTORS, INC.
