Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq PHLX LLC
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