Unclaimed Profile

Gregory Daniel Van Wyk

DANIEL INVESTMENT ASSOCIATES, LLC·SANTA BARBARA, California

Series 6523 years registeredDANIEL INVESTMENT ASSOCIATES, LLC

923 SAINT VINCENT AVENUE, SANTA BARBARA, CA 93101CRD# 4603281Firm CRD# 157284

Profile Verification

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

Identity

Gregory Daniel Van Wyk · SANTA BARBARA, CA

Registration

CRD #4603281 · DANIEL INVESTMENT ASSOCIATES, LLC · 23 years registered

Brand Profile

Not yet started

Career History

DANIEL INVESTMENT ASSOCIATES, LLC

May 2011 – present

KOBO WEALTH CONSERVANCY

Mar 2015 – Mar 2020

SANTA BARBARA, CA

FIDUCIARY INVESTMENT COUNCIL, LLC

Nov 2012 – Jun 2015

SANTA BARBARA, CA

PACIFIC POINTE ADVISORS LLC

Aug 2009 – Mar 2011

SANTA BARBARA, CA

MANCHESTER CAPITAL MANAGEMENT LLC

Jan 2003 – Sep 2009

MONTECITO, CA

MANCHESTER CAPITAL MANAGEMENT LLC

Oct 2002 – Dec 2002

MONTECITO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 31, 2002

Years registered · 23

Disclosure History

2021Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

DANIEL INVESTMENT ASSOCIATES, LLC

CRD 157284 · SEC 801-77862

AUM

$191M

Regulatory assets under management

Employees

112 client accounts

Services offered by DANIEL INVESTMENT ASSOCIATES, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at DANIEL INVESTMENT ASSOCIATES, LLC →

Introduction

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Frequently Asked Questions

What services does Gregory Daniel Van Wyk offer?

Gregory Daniel Van Wyk specializes in Investment Management, Fee-Only Advisory. Contact their office in SANTA BARBARA, California for a consultation.

What are Gregory Daniel Van Wyk's credentials?

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

Where is Gregory Daniel Van Wyk located?

Gregory Daniel Van Wyk is based in SANTA BARBARA, California, working with DANIEL INVESTMENT ASSOCIATES, LLC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.

How does Gregory Daniel Van Wyk charge for services?

Gregory Daniel Van Wyk's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DANIEL INVESTMENT ASSOCIATES, LLC?

DANIEL INVESTMENT ASSOCIATES, LLC has approximately 1 employees and manages $191M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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