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Daniel Fredric Rea

NFI, LLC

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About Daniel Fredric Rea

Daniel Fredric Rea is an investment advisor representative with NFI, LLC. Daniel has been in the industry since January 1994 and holds a Series 65, 63, 51, 24 and 7. Daniel is a Certified Financial Planner™ professional. Daniel also has a license to sell insurance.

Firm Information

Daniel Rea is currently registered with NFI, LLC. NFI, LLC is an investment advisor with 2 investment advisor representatives and 1 licensed agent. The firm manages approximately $47 million in assets for 138 clients. NFI, LLC offers financial planning and portfolio management services for individuals and businesses. Their client base primarily consists of individuals, both high-net-worth and those not considered high-net-worth.

$47.01M

Assets Under Management

Not reported

Total Clients

2

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 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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other

Minimum annual fee: $150

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Daniel Rea’s Registration & Firm History

PA

07/09/2019 - Present

NFI, LLC (SEVEN FIELDS PA)

PA

06/08/2001 - 08/01/2005

NFI NETWORK, LLC (PITTSBURGH PA)

NH

07/17/1997 - 10/19/1998

POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)

MN

01/26/1994 - 07/17/1997

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/26/1994 - 07/16/1997

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MN

06/25/1994 - 12/31/1994

AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 10/01/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/03/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/14/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 11/14/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/25/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Fredric Rea.
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