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Daniel Bryce Apple

APPLE & ASSOCIATES·GRASS VALLEY, California
SIE, Series 7, Series 24, Series 63CFP29 years registeredAPPLE & ASSOCIATES
565 BRUNSWICK ROAD, SUITE 8, GRASS VALLEY, CA 95945CRD# 1285182Firm CRD# 126849

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Bryce Apple · GRASS VALLEY, CA
Registration
CRD #1285182 · APPLE & ASSOCIATES · 29 years registered
Brand Profile
Not yet started
01

Career History

APPLE & ASSOCIATES
May 2003 – present
APPLE & ASSOCIATES
Mar 2000 – Aug 2003
GRASS VALLEY, CA
ASSOCIATED SECURITIES CORP.
Apr 1998 – Mar 2004
GRASS VALLEY, CA
ASSOCIATED PLANNERS INVESTMENT ADVISORY INC
Jul 1997 – Mar 2004
GRASS VALLEY, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Registration record
First registered · July 8, 1997
Years registered · 29
Professional designation · CFP
03

Disclosure History

2018Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
APPLE & ASSOCIATES
CRD 126849 · SEC 801-62038
AUM
$67M
Regulatory assets under management
Employees
1
986 client accounts
Services offered by APPLE & ASSOCIATES
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at APPLE & ASSOCIATES →
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05

Frequently Asked Questions

What services does Daniel Bryce Apple offer?
Daniel Bryce Apple specializes in Financial Planning, Investment Management. Contact their office in GRASS VALLEY, California for a consultation.
What are Daniel Bryce Apple's credentials?
Daniel Bryce Apple holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Daniel Bryce Apple located?
Daniel Bryce Apple is based in GRASS VALLEY, California, working with APPLE & ASSOCIATES. Their office serves clients in the GRASS VALLEY metropolitan area and surrounding communities.
How does Daniel Bryce Apple charge for services?
Daniel Bryce Apple's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APPLE & ASSOCIATES?
APPLE & ASSOCIATES has approximately 1 employees and manages $67M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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