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Daniel J Kowarski

BAY Crest Partners, LLC

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About Daniel J Kowarski

Daniel J. Kowarski is a financial advisor with Bay Crest Partners, LLC in New York, NY. Daniel has been in the industry since March 19, 2011. Daniel has a Series 63, Series 7 and SIE licenses. Daniel previously worked at BMO Capital Markets Corp. and KGS-Alpha Capital Markets, L.P..

Firm Information

Daniel Kowarski is currently registered with BAY Crest Partners, LLC. BAY Crest Partners, LLC is a Limited Liability Company formed in December 1994. The firm is registered in 26 states and has 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

40

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 Kowarski’s Registration & Firm History

NY

12/06/2023 - Present

BAY Crest Partners, LLC (NEW YORK NY)

FL

09/01/2018 - 09/07/2023

BMO CAPITAL MARKETS CORP. (Boca Raton FL)

NY

05/26/2011 - 09/01/2018

KGS-ALPHA CAPITAL MARKETS, L.P. (NEW YORK NY)

NY

10/01/2008 - 03/04/2009

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

09/29/2008 - 10/01/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/09/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel J Kowarski.
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