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Daniel J Friedman

Wmgna

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About Daniel J Friedman

Daniel Friedman is an investment advisor representative with Wmgna. Daniel has been in the industry since 1990 and is registered with the state of Connecticut, Florida and Massachusetts. Daniel specializes in providing financial planning, portfolio management for individuals and selection of other advisors. Wmgna is a wealth management firm headquartered in Farmington, Connecticut.

Firm Information

Daniel Friedman is currently registered with Wmgna. Wmgna is an investment advisory firm located in FARMINGTON, CT. The firm manages approximately $191,405,726 in regulatory assets under management. They offer financial planning, portfolio management for individuals and selection of other advisers services. Wmgna primarily serves individuals, with a client base of 94 high-net-worth individuals and 205 individuals other than high-net-worth.
Wmgna

10 TALCOTT NOTCH ROAD

FARMINGTON, CT 06032

$191.41M

Assets Under Management

3

Total Clients

3

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Daniel Friedman’s Registration & Firm History

CT

04/19/2016 - Present

Wmgna (Farmington CT)

CT

11/05/2014 - 05/30/2017

TRIAD ADVISORS, INC. (Farmington CT)

CT

04/23/2009 - 11/06/2014

NATIONAL PLANNING CORPORATION (FARMINGTON CT)

CT

02/21/2003 - 05/01/2009

SECURITIES AMERICA, INC. (FARMINGTON CT)

TN

06/24/1996 - 02/25/2003

SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)

NY

02/12/1990 - 06/14/1996

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/04/2004

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/21/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/30/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel J Friedman.
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