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Daniel Alexander Griego

Success Wealth Management LLC

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About Daniel Alexander Griego

Daniel Alexander Griego is an Investment Advisor Representative at Success Wealth Management LLC. Daniel has been in the financial services industry since October 2016. Daniel earned a Series 65 license on June 23, 2022. The firm's office in Wexford, PA is where Daniel is currently located. Daniel is also a Master Sergeant in the U.S. Army Reserve. Daniel has been with Success Wealth Management LLC since June 2022. The firm is a Registered Investment Advisor and has been in business since 2017.

Firm Information

Daniel Griego is currently registered with Success Wealth Management LLC. Success Wealth Management LLC is a registered investment advisor based in Wexford, Pennsylvania. The firm provides financial planning and portfolio management services to individuals, corporations, and high net worth individuals. With 13 licensed agents, the firm manages approximately $66 million in assets. Success Wealth Management LLC has a strong track record of delivering personalized financial solutions to their clients. They are committed to helping their clients achieve their financial goals through a comprehensive approach to wealth management.
Success Wealth Management LLC

11676 PERRY HIGHWAY

WEXFORD, PA 15090

$66.00M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Griego’s Registration & Firm History

PA

06/28/2022 - Present

Success Wealth Management LLC (WEXFORD PA)

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Licenses & Designations

IA

Issued 06/23/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Alexander Griego.
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