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Daniel Peter Weidlein

Allen & Co. LLC

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About Daniel Peter Weidlein

Daniel Weidlein is a registered principal with Allen & Co. LLC. Daniel has been in the securities industry since August 6, 2000. Daniel is registered with the Financial Industry Regulatory Authority (FINRA) and holds licenses in Series 7, 24, 53, 55, 57TO, 63, 79TO and SIE. Daniel is registered in 52 states including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming.

Firm Information

Daniel Weidlein is currently registered with Allen & Co. LLC. Allen & Co. LLC is a Limited Liability Company formed on August 3, 2001. The firm is registered in all 50 states and the District of Columbia. Allen & Co. LLC has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

28

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 Weidlein’s Registration & Firm History

NY

08/07/2000 - Present

Allen & Co. LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/04/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/02/2004

Series 53 - Municipal Securities Principal Examination

BC

Issued 09/28/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/23/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 12/04/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Daniel Peter Weidlein.
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