Unclaimed
Daniel Michael Flath is a Certified Financial Planner™ and Chartered Financial Analyst® who has been a financial advisor since January 2011. Daniel is registered as an investment advisor representative in New Jersey, New York, and Texas. Daniel works at Circle Wealth Management, LLC, a firm that provides financial planning, investment management, and other financial services to individuals, families, and businesses. Daniel's focus is on helping clients achieve their financial goals through a personalized approach.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
05/22/2017 - Present
Circle Wealth Management, LLC (New York NY)
IA
Issued 11/21/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Daniel Flath is the right advisor for you? Invested Better is here to help.