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Daniel James Laraway

Sharpepoint, LLC

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About Daniel James Laraway

Daniel James Laraway is a financial advisor with Sharpepoint, LLC. Daniel is a registered investment advisor in Arizona and Texas. Daniel has been in the financial services industry for over 30 years. Daniel is a Certified Financial Planner™ professional and a member of the National Association of Personal Financial Advisors (NAPFA). Daniel is a fiduciary and is committed to providing objective and independent financial advice. Daniel specializes in providing financial planning and investment management services to individuals, families, and small businesses.

Firm Information

Daniel Laraway is currently registered with Sharpepoint, LLC. Sharpepoint, LLC is an investment advisor based in Phoenix, Arizona. The firm manages over $147 million in assets for a variety of clients, including individuals, high-net-worth individuals, pooled investment vehicles, charitable organizations, and pension and profit-sharing plans. Sharpepoint provides financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles.
Sharpepoint, LLC

5090 N. 40TH STREET

PHOENIX, AZ 85018

$147.95M

Assets Under Management

3

Total Clients

4

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 Laraway’s Registration & Firm History

AZ

06/25/2019 - Present

Sharpepoint, LLC (PHOENIX AZ)

AZ

08/21/2015 - 01/17/2018

LPL FINANCIAL LLC (PHOENIX AZ)

AZ

12/09/2008 - 08/25/2015

FIRST ALLIED SECURITIES, INC. (Phoenix AZ)

AZ

09/16/1997 - 12/09/2008

FIRST MONTAUK SECURITIES CORP. (PHOENIX AZ)

MO

09/04/1990 - 08/22/1997

EVEREN SECURITIES, INC. (ST. LOUIS MO)

NA

06/12/1989 - 09/04/1990

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

NA

11/03/1987 - 06/13/1989

DREXEL BURNHAM LAMBERT INCORPORATED

NA

04/13/1981 - 10/13/1987

E. F. HUTTON & COMPANY INC

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Licenses & Designations

IA

Issued 05/11/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/20/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/14/1998

Series 24 - General Securities Principal Examination

BC

Issued 01/17/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/1993

Series 3 - National Commodity Futures Examination

BC

Issued 04/11/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Daniel James Laraway. Review regulatory record here.
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