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Daniel Gee

Velocity Clearing, LLC

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About Daniel Gee

Daniel Gee is a financial professional with over 28 years of experience in the industry. Daniel holds multiple securities licenses and is currently registered with Velocity Clearing, LLC in New York. Daniel has previously held positions at Velocity Capital, LLC, CF Secured, LLC, Cantor Fitzgerald & Co., Cowen Equity Finance LP, and Goldman, Sachs & Co. Daniel is also a registered representative in New York.

Firm Information

Daniel Gee is currently registered with Velocity Clearing, LLC. Velocity Clearing, LLC is a Limited Liability Company formed in June 2010 and is approved to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is registered with the SEC and has been involved in 4 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

87

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 Gee’s Registration & Firm History

NY

11/12/2019 - Present

Velocity Clearing, LLC (New York NY)

NY

03/12/2018 - 05/26/2023

VELOCITY CAPITAL, LLC (New York NY)

NY

02/07/2018 - 02/09/2018

CF SECURED, LLC (New York NY)

NY

08/05/2015 - 02/09/2018

CANTOR FITZGERALD & CO. (NEW YORK NY)

NY

12/11/2012 - 02/10/2015

COWEN EQUITY FINANCE LP (NEW YORK NY)

NY

06/08/1993 - 06/02/2011

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/08/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/05/2019

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2013

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/17/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Daniel Gee.
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