AdvisorOS Directory
Claim Profile
DR

Daniel Anthony Roberts

FISCAL WISDOM WEALTH MANAGEMENT LLC·CANTON, Connecticut
Unclaimed Profile
61 MAPLE AVENUE, CANTON, CT 06019CRD# 2208120Firm CRD# 168299
01

About

Daniel Anthony Roberts is a registered financial advisor based in CANTON, Connecticut, affiliated with FISCAL WISDOM WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FISCAL WISDOM WEALTH MANAGEMENT LLC
FISCAL WISDOM WEALTH MANAGEMENT LLC
AUM
$214M
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at FISCAL WISDOM WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: SOLICITOR FEES
Regulatory
SEC/IARD CRD# 2208120
Firm CRD# 168299
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CANTON?

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

Browse CANTON AdvisorsAre you this advisor? Claim profile

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 Anthony Roberts offer?
Daniel Anthony Roberts specializes in Financial Planning, Investment Management. Contact their office in CANTON, Connecticut for a consultation.
What are Daniel Anthony Roberts's credentials?
Daniel Anthony Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Anthony Roberts located?
Daniel Anthony Roberts is based in CANTON, Connecticut, working with FISCAL WISDOM WEALTH MANAGEMENT LLC. Their office serves clients in the CANTON metropolitan area and surrounding communities.
How does Daniel Anthony Roberts charge for services?
Daniel Anthony Roberts's firm is compensated through percentage of aum, hourly charges, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FISCAL WISDOM WEALTH MANAGEMENT LLC?
FISCAL WISDOM WEALTH MANAGEMENT LLC has approximately 22 employees and manages $214M 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 →
Other advisors in CANTON
Michael Edward Chadwick — FISCAL WISDOM WEALTH MANAGEMENT LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile