Unclaimed Profile

Daniel Clyde Goldie

DAN GOLDIE FINANCIAL SERVICES LLC·PALO ALTO, California

Series 7, Series 22, Series 63, Series 65Clean record27 years registeredDAN GOLDIE FINANCIAL SERVICES LLC

2409 PARK BLVD, PALO ALTO, CA 94306CRD# 1506632Firm CRD# 149887

Profile Verification

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

Identity

Daniel Clyde Goldie · PALO ALTO, CA

Registration

CRD #1506632 · DAN GOLDIE FINANCIAL SERVICES LLC · 27 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jul 2024 – present

BUCKINGHAM STRATEGIC WEALTH, LLC

Jun 2019 – Nov 2024

PALO ALTO, CA

DAN GOLDIE FINANCIAL SERVICES LLC

Jun 2009 – May 2019

PALO ALTO, CA

PARTNERVEST ADVISORY SERVICES LLC

Oct 2003 – Jul 2009

MENLO PARK, CA

ASSANTE ASSET MANAGEMENT INC

Jan 1999 – Oct 2003

PORTOLA VALLEY, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 22

Series 63

Series 65

Registration record

First registered · January 14, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAN GOLDIE FINANCIAL SERVICES LLC

CRD 149887 · SEC 801-70030

AUM

$858M

Regulatory assets under management

Employees

1,360 client accounts

Services offered by DAN GOLDIE FINANCIAL SERVICES LLC

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 DAN GOLDIE FINANCIAL SERVICES LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Clyde Goldie offer?

Daniel Clyde Goldie specializes in Financial Planning, Investment Management. Contact their office in PALO ALTO, California for a consultation.

What are Daniel Clyde Goldie's credentials?

Daniel Clyde Goldie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Clyde Goldie located?

Daniel Clyde Goldie is based in PALO ALTO, California, working with DAN GOLDIE FINANCIAL SERVICES LLC. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.

How does Daniel Clyde Goldie charge for services?

Daniel Clyde Goldie'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 DAN GOLDIE FINANCIAL SERVICES LLC?

DAN GOLDIE FINANCIAL SERVICES LLC has approximately 3 employees and manages $858M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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