Daniel Frey (CRD# 5829986) is an Investment Advisor Representative working at Key Investment Services LLC in Brooklyn, OH and has over 11 years of experience in the finance industry.
CRD# 5069849
Strategic Wealth Partners, Ltd.
CRD# 2820363
Edward Jones
CRD# 1949220
Tyler-stone Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Key Investment Services LLC | Manchester, CT | Jan 2017 - Current | 7 |
| Keybank | Branford, CT | Sep 2016 - Current | 7 |
| Key Investment Services LLC | Manchester, CT | Sep 2016 - Jan 2017 | < 1 |
| First Niagara Bank | Branford, CT | Sep 2015 - Sep 2016 | 1 |
| Lpl Financial | 4707 Executive Drive, CA | Sep 2015 - Sep 2016 | 1 |
| Axa Advisors, LLC | New York, NY | Jan 2014 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2013 |
- CT
-
Total Assets Under Management4,188MILLIONS
-
Total Number of Accounts26,437ACCOUNTS
-
Average Account Value$158,412
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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