Dan Chevreux (CRD# 7677721) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Scarsdale, NY and has 1 year of experience in the finance industry.
CRD# 5414137
Equitable Advisors, LLC
CRD# 6865326
Citigroup Global Markets Inc.
CRD# 5490658
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | Scarsdale, NY | Apr 2023 - Current | 1 |
Cafe Du Soleil | New York, NY | May 2022 - Apr 2023 | < 1 |
Unemployed | New York, NY | Sep 2021 - May 2022 | < 1 |
Hudson 360 - Self Employed | Dobbs Ferry, NY | Dec 2020 - Aug 2021 | < 1 |
Harvest On Hudson | Hatings-on-hudson, NY | May 2018 - Aug 2021 | 3 |
Unemployed | New York, NY | Sep 2020 - May 2021 | < 1 |
Unemployed | New York, NY | Sep 2019 - May 2020 | < 1 |
Unemployed | New York, NY | Sep 2018 - May 2019 | < 1 |
Unemployed | New York, NY | Sep 2017 - May 2018 | < 1 |
3 Westerly Bar & Grill | Ossining, NY | May 2017 - Aug 2017 | < 1 |
River City Grille | Irvington, NY | Nov 2016 - May 2017 | < 1 |
La Marina | New York, NY | May 2015 - Sep 2016 | 1 |
Unemployed | New York, NY | Mar 2013 - May 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- NY
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.