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Daniel James Laraway

SHARPEPOINT

PHOENIX, AZ

·CRD# 728337·45 years experience

Professional Summary

Daniel James Laraway, who also goes by Daniel J Laraway, is a registered financial advisor currently at SHARPEPOINT, LLC located in Phoenix, Arizona. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Daniel has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Daniel J Laraway

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

45 years in the financial services industry

Current & Past Employments

SHARPEPOINT, LLC·CRD# 290719

RIA

5090 N. 40th Street Suite 200, Phoenix, AZ 85018

January 12, 2018 - Present

PRIVATE ADVISOR GROUP, LLC·CRD# 155216

RIA

Phoenix, AZ

June 5, 2017 - January 10, 2018

LPL FINANCIAL LLC·CRD# 6413

RIA

Phoenix, AZ

August 21, 2015 - October 3, 2017

LPL FINANCIAL LLC·CRD# 6413

BD

Phoenix, AZ

August 21, 2015 - January 17, 2018

FIRST ALLIED ADVISORY SERVICES, INC.·CRD# 137888

RIA

Phoenix, AZ

July 2, 2012 - August 26, 2015

FIRST ALLIED SECURITIES, INC.·CRD# 32444

RIA

Phoenix, AZ

December 9, 2008 - July 2, 2012

FIRST ALLIED SECURITIES, INC.·CRD# 32444

BD

Phoenix, AZ

December 9, 2008 - August 25, 2015

FIRST MONTAUK SECURITIES CORP.·CRD# 13755

RIA

Scottsdale, AZ

June 3, 2004 - December 9, 2008

FIRST MONTAUK SECURITIES CORP.·CRD# 13755

BD

Phoenix, AZ

September 16, 1997 - December 9, 2008

WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616

BD

St. Louis, MO

September 4, 1990 - August 22, 1997

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED·CRD# 76

BD

June 12, 1989 - September 4, 1990

DREXEL BURNHAM LAMBERT INCORPORATED·CRD# 7323

BD

November 3, 1987 - June 13, 1989

E. F. HUTTON & COMPANY INC·CRD# 235

BD

April 13, 1981 - October 13, 1987

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Current Firm

SL

SHARPEPOINT, LLC

MCCALEB WEALTH MANAGEMENT | SHARPEPOINT, LLC

CRD#: 290719 / SEC#: 801-119916

RIA

Registered Investment Advisory firm - SEC (12/3/2020 Approved)

Arizona

Registered Investment Advisory firm - Arizona (12/9/2020 Terminated)

California

Registered Investment Advisory firm - California (1/8/2021 Terminated)

Texas

Registered Investment Advisory firm - Texas (12/9/2020 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).

Contact Information

Main Address

5090 N. 40th Street Suite 200, Phoenix, AZ 85018

Phone Number

(480) 999-3033

# of Employees

5

SEC notice filing (8 States and Territories)

Registered to provide investment advisory services in 8 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (4/16/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,091

AUM (Assets Under Management)

$222,806,601

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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.

(1) 08/21/2015: Laraway LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - Start 2001 2% Time Spent

(2) 08/21/2015: No Business Name - Business owner - Not Investment Related - At Reported Business Location(s) - Start 07/25/2015 - 4 Hr/Mo; 1% Time Spent - Grief recovery coaching

(3) 08/21/2015: Real Love Coaching - Life Coach - Not Investment Related - At Reported Business Location(s) - Start 2012 - 1% Time Spent

(4) 08/21/2015: No Business Name - Coach - Not Investment Related - At Reported Business Location(s) - Start 2013 - 4 Hr/Mo; 1% Time Spent - High performance driving coach.

(5) 6/14/2017 - SharpePoint Insurance Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 06/01/17 - 15 Hours Per Month During Securities Trading.

(6) 8/29/2017 - DBA: SharpePoint Private Client Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 06/01/17 - 40 Hours Per Month/30 Hours During Securities Trading - I provide investment advisory services through Private Advisor Group, LLC., an independent investment advisor firm.

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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".

SL

SHARPEPOINT, LLC

MCCALEB WEALTH MANAGEMENT | SHARPEPOINT, LLC

CRD#: 290719 / SEC#: 801-119916

RIA

Registered Investment Advisory firm - SEC (12/3/2020 Approved)

Arizona

Registered Investment Advisory firm - Arizona (12/9/2020 Terminated)

California

Registered Investment Advisory firm - California (1/8/2021 Terminated)

Texas

Registered Investment Advisory firm - Texas (12/9/2020 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.

IAR

Arizona
(1/12/2018)

IAR

Texas
(6/25/2019)

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.

Series 65 — Uniform Investment Adviser Law Examination

Passed May 2004About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 1981About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Jan 2018About the SIE exam

Series 3 — National Commodity Futures Examination

Passed Apr 1993About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Apr 1981About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jan 1998About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Daniel James Laraway's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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DL

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