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Daniel Posch

Solomon Partners Securities, LLC

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About Daniel Posch

Daniel Posch is a financial professional who is currently registered with Solomon Partners Securities, LLC. Daniel has a Series 79TO, Series 63 and SIE license. Daniel has experience at PERELLA WEINBERG PARTNERS LP and MARATHON CAPITAL MARKETS, LLC.

Firm Information

Daniel Posch is currently registered with Solomon Partners Securities, LLC. Solomon Partners Securities, LLC is a Limited Liability Company formed in September 2006. The firm is registered with the Securities and Exchange Commission and holds state registrations in 33 states, including Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nevada, New Jersey, New York, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, and Wyoming.

Not reported

Assets Under Management

Not reported

Total Clients

60

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 Posch’s Registration & Firm History

IL

02/13/2024 - Present

Solomon Partners Securities, LLC (Chicago IL)

IL

04/26/2022 - 10/03/2023

PERELLA WEINBERG PARTNERS LP (Chicago IL)

IL

08/13/2021 - 04/27/2022

MARATHON CAPITAL MARKETS, LLC (Chicago IL)

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Licenses & Designations

BC

Issued 10/17/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/13/2021

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/30/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Posch.
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