Unclaimed Profile

Daniel David Sands

SILVERSAGE ADVISORS·IRVINE, California

SIE, Series 7, Series 24, Series 66CFPClean record21 years registeredSILVERSAGE ADVISORS

19200 VON KARMAN AVENUE,, IRVINE, CA 92612CRD# 2664939Firm CRD# 125820

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel David Sands · IRVINE, CA

Registration

CRD #2664939 · SILVERSAGE ADVISORS · 21 years registered

Brand Profile

Not yet started

Career History

DUNHAM

Sep 2019 – present

ARENITE ADVISORY

Jun 2017 – Sep 2019

Tustin, CA

SILVERSAGE ADVISORS

Nov 2004 – Jan 2018

IRVINE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · November 12, 2004

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SILVERSAGE ADVISORS

CRD 125820 · SEC 801-78322

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by SILVERSAGE ADVISORS

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SILVERSAGE ADVISORS →

Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in IRVINE?

Browse all registered financial advisors in IRVINE, California or claim this profile if it's yours.

Browse IRVINE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Daniel David Sands offer?

Daniel David Sands specializes in Financial Planning, Investment Management. Contact their office in IRVINE, California for a consultation.

What are Daniel David Sands's credentials?

Daniel David Sands holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel David Sands located?

Daniel David Sands is based in IRVINE, California, working with SILVERSAGE ADVISORS. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Daniel David Sands charge for services?

Daniel David Sands's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SILVERSAGE ADVISORS?

SILVERSAGE ADVISORS has approximately 12 employees. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →