Unclaimed Profile

Daniel Jay Friedman

WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC·FARMINGTON, Connecticut

SIE, Series 6, Series 63, Series 65Clean record29 years registeredWEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC

10 TALCOTT NOTCH ROAD, FARMINGTON, CT 06032CRD# 2000690Firm CRD# 125765

Profile Verification

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

Identity

Daniel Jay Friedman · FARMINGTON, CT

Registration

CRD #2000690 · WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC · 29 years registered

Brand Profile

Not yet started

Career History

WMGNA

May 1997 – present

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

May 2009 – Nov 2014

FARMINGTON, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · May 23, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC

CRD 125765 · SEC 801-130388

AUM

$191M

Regulatory assets under management

Employees

766 client accounts

Services offered by WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Jay Friedman offer?

Daniel Jay Friedman specializes in Financial Planning, Investment Management. Contact their office in FARMINGTON, Connecticut for a consultation.

What are Daniel Jay Friedman's credentials?

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

Where is Daniel Jay Friedman located?

Daniel Jay Friedman is based in FARMINGTON, Connecticut, working with WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC. Their office serves clients in the FARMINGTON metropolitan area and surrounding communities.

How does Daniel Jay Friedman charge for services?

Daniel Jay Friedman'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 WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC?

WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC has approximately 9 employees and manages $191M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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