Daniel A Roberts

Overview

Daniel A Roberts is a registered representative and an investment adviser representative based in Hamilton, NJ, with 34 years in the industry.

Years in the industry

34

States registered

4

Exams passed

16

Current firms

2

Contact

1 business email and 3 phone numbers on file

Registrations and licenses

• Registered in 4 states

• Series 14
• Series 24
• Series 3
• Series 4
• Series 50
• Series 52TO
• Series 53
• Series 54
• Series 6
• Series 63
• Series 65
• Series 66
• Series 6TO
• Series 7
• Series 99TO
• SIE

Every state, with registration and license dates

Firms

• Rockefeller Financial LLCCurrent firm
• Fiscal Wisdom Wealth Management LLCCurrent firm

Employment history since 1992

Book and practice

Firm assets under management on file