Unclaimed Profile

Daniel Patrick Wimsatt

AAD CAPITAL MANAGEMENT L.P.·SOLANA BEACH, California

Series 3, Series 7, Series 63Clean record14 years registeredAAD CAPITAL MANAGEMENT L.P.

420 STEVENS AVENUE, SOLANA BEACH, CA 92075CRD# 1607410Firm CRD# 134246

Profile Verification

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

Identity

Daniel Patrick Wimsatt · SOLANA BEACH, CA

Registration

CRD #1607410 · AAD CAPITAL MANAGEMENT L.P. · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AAD CAPITAL MANAGEMENT L.P.

AAD CAPITAL MANAGEMENT L.P.

May 2012 – Jan 2017

INDIAN WELLS, CA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Registration record

First registered · May 29, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AAD CAPITAL MANAGEMENT L.P.

CRD 134246 · SEC 801-63926

AUM

$41M

Regulatory assets under management

Employees

2 client accounts

Services offered by AAD CAPITAL MANAGEMENT L.P.

Per Form ADV

Portfolio management (individuals)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at AAD CAPITAL MANAGEMENT L.P. →

Introduction

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Frequently Asked Questions

What services does Daniel Patrick Wimsatt offer?

Daniel Patrick Wimsatt specializes in Investment Management, Retirement Planning.

What are Daniel Patrick Wimsatt's credentials?

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

Where is Daniel Patrick Wimsatt located?

Daniel Patrick Wimsatt is based in SOLANA BEACH, California, last registered with AAD CAPITAL MANAGEMENT L.P..

How does Daniel Patrick Wimsatt charge for services?

Daniel Patrick Wimsatt'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 AAD CAPITAL MANAGEMENT L.P.?

AAD CAPITAL MANAGEMENT L.P. has approximately 1 employees and manages $41M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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