DR
Daniel J. Reeves
EAGLESTONE WEALTH ADVISORS
Rockville, MD 20852
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CRD#: 7325963
DR
Professional summary
Daniel James Reeves, who also goes by Dan Reeves, is a registered financial advisor currently at EAGLESTONE WEALTH ADVISORS, INC. located in Rockville, Maryland and ONYX BRIDGE WEALTH GROUP LLC located in Rockville, Maryland.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Daniel has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dan Reeves
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) 1031 EXCHANGE SOLUTIONS, INC.-INVESTMENT RELATED, 1101 WOOTTON PKWY, SUITE 400, ROCKVILLE, MD 20852, MARKETING COMPANY TO PROMOTE BROKERAGE SERVICES OFFERED THROUGH EMERSON EQUITY LLC, NO TITLE, ASSIST IN 1031 PAPERWORK AND ADMINISTRATIVE PROCESS., LESS THAN 10 HRS MONTHLY, LESS THAN 10 HRS MONTHLY DURING SECURITIES TRADING HOURS, 06/2023 2) ONYX BRIDGE WEALTH GROUP-INVESTMENT RELATED, 120 WHITE PLAINS RD., SUITE 115 TARRYTOWN, NY 10591, REGISTERED INVESTMENT ADVISOR, OPERATIONS MANAGER/INVESTMENT ADVISOR REPRESENTATIVE, PROVIDE TIMELY CLIENT SERVICE. GATHER DATA AND INFORMATION ON CLIENTS. MEET WITH AND DEVELOP RELATIONSHIPS WITH CENTERS OF INFLUENCE. PROCESS APPLICATIONS FOR PRODUCTS AND SERVICES., 40 HRS PER WEEK, 32.5 HRS A WEEK DURING SECURITIES TRADING HOURS, 09/2025 2.) Emerson Equity (BD) Registered Representative: Address: 155 Bovet Road, Suite 725, San Mateo, CA 94402; Duties/Nature of Business: Actively monitor the market in terms of trading. Maintain our book of business and ensure everything is up to date; Number of Hours Per Month During Trading Hours: 6 HOURS PER DAY/130 HOURS PER MONTH; Number of Hours Per Month During Non Trading Hours: 1 HOUR PER DAY/30 HOURS PER MONTH
CRS (Client Relationship Summary) - RIA
Click below to view Daniel James Reeves'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
September 18, 2023 - Present
EAGLESTONE WEALTH ADVISORS, INC.
Office #1: 1101 Wootton Parkway Suite 400, Rockville, MD 20852RIA
CRD#: 141014
Rockville, MD
Current
September 17, 2025 - Present
ONYX BRIDGE WEALTH GROUP LLC
Office #1: 1101 Wootton Parkway Suite 980, Rockville, MD 20852RIA
CRD#: 306097
Rockville, MD
Current
May 25, 2023 - Present
EMERSON EQUITY LLC
Office #1: 1101 Wootton Pkwy Suite 400, Rockville, MD 20852RIA
BD
CRD#: 130032
Rockville, MD
Past
August 16, 2021 - May 25, 2023
DAI SECURITIES, LLC
BD
CRD#: 36673
Rockville, MD
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".
OB
ONYX BRIDGE WEALTH GROUP LLC
CORNERSTONE WEALTH MANAGEMENT | THE GILMAN FINANCIAL GROUP | ONYX BRIDGE WEALTH GROUP LLC | JMC EMPIRE, LLC
CRD#: 306097 / SEC#: 801-118022
RIA
Registered Investment Advisory firm - (2/6/2020 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(9/8/2023)
RR
Maryland(5/25/2023)
IAR
Maryland(9/18/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/14/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
OB
ONYX BRIDGE WEALTH GROUP LLC
CORNERSTONE WEALTH MANAGEMENT | THE GILMAN FINANCIAL GROUP | ONYX BRIDGE WEALTH GROUP LLC | JMC EMPIRE, LLC
CRD#: 306097 / SEC#: 801-118022
RIA
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Contact information
Main Address
120 White Plains Road Suite 115, Tarrytown, NY 10591
Mailing Address
Phone number
(914) 909-6699
Established
Firm type
Fiscal year end
# of Employees
28
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,852 |
| AUM (Assets Under Management) | $ 1,000,901,317 |
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.
