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Daniel B Irving

Vestech Asset Management Inc.

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About Daniel B Irving

Daniel B Irving is an investment advisor representative for Vestech Asset Management Inc. based in Erie, PA. Daniel has been working in the financial services industry since July 2004. Prior to joining Vestech Asset Management Inc., Daniel was a Financial Advisor for FSC SECURITIES CORPORATION and PNC INVESTMENTS. Daniel is also a registered representative in Pennsylvania, Florida, Indiana, New York, and South Carolina.

Firm Information

Daniel Irving is currently registered with Vestech Asset Management Inc.. Vestech Asset Management Inc. is an investment advisor registered with the SEC. They provide financial planning and portfolio management services to individuals. They have approximately 82,427,479 in assets under management and serve 303 clients.

$82.43M

Assets Under Management

Not reported

Total Clients

16

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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 Irving’s Registration & Firm History

PA

09/25/2018 - Present

Vestech Asset Management Inc. (Erie PA)

PA

12/03/2014 - 08/17/2018

FSC SECURITIES CORPORATION (ERIE PA)

PA

03/30/2006 - 10/29/2014

PNC INVESTMENTS (ERIE PA)

NY

05/14/2004 - 03/31/2006

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/01/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/16/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Daniel B Irving. Review regulatory record here.
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