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Daniel Ryan Sater

Stonex Financial Inc.

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About Daniel Ryan Sater

Daniel Ryan Sater is a financial professional with over 15 years of experience in the industry. He has worked for several firms, including Morgan Stanley & Co., Incorporated, TMC BONDS L.L.C., ACGM, INC., MCAP LLC, and currently at Stonex Financial Inc. Daniel has a wide range of experience in the industry and is licensed to sell securities in several states. He is also a Series 53 Principal and holds licenses in Series 7, Series 31, Series 52, Series 99, and SIE. Daniel is committed to providing his clients with the highest level of service and helping them achieve their financial goals.

Firm Information

Daniel Sater is currently registered with Stonex Financial Inc.. Stonex Financial Inc. is a Corporation that was formed on May 29, 1998 and is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

374

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 Sater’s Registration & Firm History

NY

11/01/2016 - Present

Stonex Financial Inc. (NEW YORK NY)

NY

06/20/2016 - 10/20/2016

MCAP LLC (NEW YORK NY)

NY

06/24/2013 - 05/12/2016

ACGM, INC. (NEW YORK NY)

NY

06/12/2008 - 08/12/2013

TMC BONDS L.L.C. (NEW YORK NY)

DC

09/27/2007 - 04/01/2008

MORGAN STANLEY & CO., INCORPORATED (WASHINGTON DC)

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Licenses & Designations

BOTH

Issued 10/24/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/22/2021

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/05/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 09/26/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Ryan Sater.
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