Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Friedman is a financial advisor with Broadoak Asset Management, LLC. Daniel has been in the financial industry since August 15, 2019. Daniel holds a Series 63, Series 65, Series 79TO and SIE. Daniel's firm, Broadoak Asset Management, LLC, is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm has a total of eight clients and manages $370,973,419 in assets. The firm primarily provides portfolio management services for pooled investment vehicles. Daniel is a registered representative in California and Maryland.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MD
12/11/2020 - Present
Broadoak Asset Management, LLC (BETHESDA MD)
IA
Issued 12/10/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 06/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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