Claim Profile
DM

Daniel Thomas Myers

CROSSLINK CAPITAL, INC.·MENLO PARK, California
Unclaimed Profile
2180 SAND HILL ROAD, SUITE 200, MENLO PARK, CA 94025CRD# 2646164Firm CRD# 109948
01

About

Daniel Thomas Myers is a registered financial advisor based in MENLO PARK, California, affiliated with CROSSLINK CAPITAL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CROSSLINK CAPITAL, INC.
CROSSLINK CAPITAL, INC.
AUM
$4.9B
Regulatory assets under management
Employees
32
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2646164
Firm CRD# 109948
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MENLO PARK?

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Daniel Thomas Myers offer?
Daniel Thomas Myers specializes in Retirement Planning. Contact their office in MENLO PARK, California for a consultation.
What are Daniel Thomas Myers's credentials?
Daniel Thomas Myers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Thomas Myers located?
Daniel Thomas Myers is based in MENLO PARK, California, working with CROSSLINK CAPITAL, INC.. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does Daniel Thomas Myers charge for services?
Daniel Thomas Myers's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CROSSLINK CAPITAL, INC.?
CROSSLINK CAPITAL, INC. has approximately 32 employees and manages $4.9B in regulatory assets under management. 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 →
Browse by specialty