linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel James Reeves

Eaglestone Wealth Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel James Reeves

Daniel James Reeves is an investment advisor representative with Eaglestone Wealth Advisors, Inc. Daniel Reeves has been in the securities industry since August 2021. Daniel Reeves is registered with the state of Maryland and California. Daniel Reeves holds the Series 66, 7TO, and SIE licenses. Daniel Reeves specializes in financial planning, portfolio management for individuals, and pension consulting.

Firm Information

Daniel Reeves is currently registered with Eaglestone Wealth Advisors, Inc.. Eaglestone Wealth Advisors, Inc. is a Rockville, MD-based Registered Investment Advisor (RIA) with approximately $193,836,714 in regulatory assets under management. The firm offers financial planning, portfolio management for individuals, pension consulting, and selection of other advisors. Eaglestone Wealth Advisors primarily serves individuals, pension and profit-sharing plans, and high-net-worth individuals.
Eaglestone Wealth Advisors, Inc.

1101 WOOTTON PARKWAY

ROCKVILLE, MD 20852

$193.84M

Assets Under Management

Not reported

Total Clients

5

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Consulting fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Reeves’s Registration & Firm History

MD

09/18/2023 - Present

Eaglestone Wealth Advisors, Inc. (ROCKVILLE MD)

MD

08/16/2021 - 05/25/2023

DAI SECURITIES, LLC (Rockville MD)

Not sure if Daniel James Reeves is right for you?

Licenses & Designations

BOTH

Issued 09/07/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/14/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/13/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel James Reeves.
Not sure if Daniel James Reeves is right for you?