Daniel D Bauer, CFP

Overview

Daniel D Bauer is an insurance agent, a registered representative and an investment adviser representative based in Albany, NY, with 25 years in the industry.

Years in the industry

25

States licensed

2

States registered

6

Carrier appointments

10

Contact

2 business emails and 2 phone numbers on file

Registrations and licenses

• Licensed in 2 states
• Registered in 6 states

• Agent
• Producer
• Series 24
• Series 66
• Series 7
• SIE

3 lines of authority, with every state and its dates

Firms

• Purshe Kaplan Sterling InvestmentsCurrent firm
• Allsquare Wealth Management, LLCCurrent firm
• Allsquare Wealth Management LlcCurrent firm

Employment history since 2001

Carriers

10 active carrier appointments

Book and practice

Firm assets under management on file