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Daniel Lee Seltzer

Arrow Wealth Advisors

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About Daniel Lee Seltzer

Daniel Lee Seltzer is a financial advisor with Arrow Wealth Advisors, a Registered Investment Advisor with offices in Grass Valley, CA and San Antonio, TX. Daniel has over 10 years of experience in the financial services industry. Daniel is a CERTIFIED FINANCIAL PLANNER™ professional. Daniel holds the Series 7 and 66 licenses. Daniel's specializations include Retirement Planning, Education Planning, Estate Planning, and Insurance Planning. Daniel provides financial planning, investment management, and retirement planning services to individual clients. Daniel also provides investment management services to businesses and charitable organizations.

Firm Information

Daniel Seltzer is currently registered with Arrow Wealth Advisors. Arrow Wealth Advisors is a registered investment advisor located in New York, New York. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They have approximately $75,132,023 in assets under management.

$75.13M

Assets Under Management

18

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 Seltzer’s Registration & Firm History

CA

12/07/2017 - Present

Arrow Wealth Advisors (GRASS VALLEY CA)

TX

09/05/2011 - 12/06/2017

LPL FINANCIAL LLC (SAN ANTONIO TX)

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Licenses & Designations

BOTH

Issued 10/12/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/06/2017

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Daniel Lee Seltzer. Review regulatory record here.
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