Daniel Hellier (CRD# 7854148) is an Investment Advisor Representative working at Knights Of Columbus Asset Advisors LLC in San Leandro, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Knights Of Columbus Asset Advisors LLC | San Leandro, CA | Jan 2024 - Current | < 1 |
| Knights Of Columbus Insurance | San Leandro, CA | Oct 2023 - Current | < 1 |
| Unemployed | Alameda, CA | Jun 2023 - Oct 2023 | < 1 |
| Verus Aec | Concord, CA | Sep 2022 - Jun 2023 | < 1 |
| Prince Of Peace Abbey | Oceanside, CA | Sep 2021 - Aug 2022 | < 1 |
| Jti Electric | Fresno, CA | Nov 2020 - Sep 2021 | < 1 |
| Advanced Mechatronic Solutions | San Diego, CA | Nov 2018 - Nov 2020 | 2 |
| Unemployed | San Diego, CA | Sep 2018 - Nov 2018 | < 1 |
| John Paul The Great Catholic University | Escondido, CA | Sep 2016 - Sep 2018 | 2 |
| Uber | Sacramento, CA | Jun 2016 - Aug 2016 | < 1 |
| Unemployed | Sacramento, CA | Jul 2015 - May 2016 | < 1 |
| Barry Wehmiller Design Group | Roseville, CA | Jan 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- CA
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Total Assets Under Management27,243MILLIONS
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Total Number of Accounts3,799ACCOUNTS
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Average Account Value$7,171,038
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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