Daniel Maurer (CRD# 1603058) is an Investment Advisor Representative working at Dwm Family Wealth in Castle Rock, CO and has over 33 years of experience in the finance industry.
CRD# 2178385
Abboud Financial Planning, Inc.
CRD# 1130816
Lpl Financial LLC
CRD# 6403098
Rfg Advisory, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Dwm Family Wealth Ltd | Castle Rock, CO | Jan 2019 - Current | 5 |
Fdx Capital LLC | Greenwood Village, CO | Sep 2018 - Mar 2019 | < 1 |
James Alpha Advisors | Greenwood Village, CO | Sep 2018 - Mar 2019 | < 1 |
Global Financial Private Capital, LLC | Sarasota, FL | Aug 2018 - Aug 2018 | < 1 |
Dwm Wealth Management | Castle Rock, CO | Jul 2018 - Jul 2018 | < 1 |
People's Untied Advisors, Inc. | Bridgeport, CT | Apr 2018 - Jun 2018 | < 1 |
People's Securities, Inc. | Bridgeport, CT | Nov 2016 - Jun 2018 | 1 |
Gerstein Fisher | New York, NY | Aug 2012 - Nov 2016 | 4 |
Gfa Securities, LLC | New York, NY | Aug 2012 - Nov 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1990 |
S65 | NASAA Investment Advisors Law Examination | Jun 1995 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2003 |
- CO
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Total Assets Under Management25MILLIONS
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Total Number of Accounts33ACCOUNTS
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Average Account Value$757,576
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
CO
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