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Daniel Conroy Bigelow

Sumo Capital, LLC

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About Daniel Conroy Bigelow

Daniel Conroy Bigelow is a financial professional with over 17 years of experience in the industry. Daniel holds the Series 7, Series 24, Series 57TO, and Series 66 licenses, as well as the SIE exam. Daniel is currently registered with Sumo Capital, LLC. Previously, Daniel was registered with MONADNOCK CAPITAL MANAGEMENT, LP and MAXWELLFORT INVESTMENTS, LP.

Firm Information

Daniel Bigelow is currently registered with Sumo Capital, LLC. Sumo Capital, LLC is a Limited Liability Company formed on January 10, 2008. The firm has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

35

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.

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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Daniel Bigelow’s Registration & Firm History

IL

09/23/2020 - Present

Sumo Capital, LLC (CHICAGO IL)

DE

04/12/2006 - 09/30/2020

MONADNOCK CAPITAL MANAGEMENT, LP (WILMINGTON DE)

DE

04/19/2010 - 03/01/2016

MAXWELLFORT INVESTMENTS, LP (WILMINGTON DE)

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Licenses & Designations

BOTH

Issued 02/13/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/10/2009

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq PHLX LLC

Disclosures

There are no public disclosures for Daniel Conroy Bigelow.
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