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Daniel Cook Guy

Ethos Financial Group, LLC

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About Daniel Cook Guy

Daniel Cook Guy is an investment advisor representative with Ethos Financial Group, LLC based in King of Prussia, Pennsylvania. Daniel has a Series 65 license and holds the Chartered Financial Analyst designation. Daniel has over 8 years of experience in the financial services industry. Daniel has previously been employed at Forefront Analytics, LLC in Oaks, Pennsylvania; Spire Investment Partners in Narberth, Pennsylvania; Almanack Investment Partners in Wayne, Pennsylvania. Daniel specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Daniel is registered with the state of Pennsylvania.

Firm Information

Daniel Guy is currently registered with Ethos Financial Group, LLC. Ethos Financial Group, LLC is an investment advisor headquartered in KING OF PRUSSIA, PA. The firm manages approximately $913,934,805 in client assets, with a focus on providing financial planning, pension consulting, selection of other advisors, and portfolio management services for individuals, businesses, and charitable organizations. The firm has 20 investment advisor representatives and 12 licensed agents.
Ethos Financial Group, LLC

2200 RENAISSANCE BLVD

KING OF PRUSSIA, PA 19406

$913.93M

Assets Under Management

Not reported

Total Clients

21

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Daniel Guy’s Registration & Firm History

PA

07/08/2022 - Present

Ethos Financial Group, LLC (KING OF PRUSSIA PA)

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Licenses & Designations

IA

Issued 08/19/2014

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Cook Guy.
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