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Daniel Paul Reeb

Crewe Capital

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About Daniel Paul Reeb

Daniel Paul Reeb is a registered investment advisor with Crewe Capital. Daniel began his career in the financial services industry on July 14, 2016, and is currently registered in Colorado, Utah and Washington. Daniel holds the Series 63, SIE and Series 79 licenses. Daniel is based in Denver, Colorado.

Firm Information

Daniel Reeb is currently registered with Crewe Capital. Crewe Capital is a Limited Liability Company formed in 2003. They are registered to provide investment advisory services in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

10

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 Reeb’s Registration & Firm History

CO

07/15/2016 - Present

Crewe Capital (Denver CO)

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Licenses & Designations

BC

Issued 08/19/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/2016

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Paul Reeb.
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