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Daniel Jay Friedman

WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC·FARMINGTON, Connecticut
WEALTH 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
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Daniel Jay Friedman is a registered financial advisor based in FARMINGTON, Connecticut, affiliated with WEALTH MANAGEMENT GROUP OF NORTH AMERICA, 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
Introduction

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03

Firm Overview

Firm
WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC
WMGNA
AUM
$191M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2000690
Firm CRD# 125765
View on FINRA BrokerCheck →

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05

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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Other Advisors at WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC

Brian Perry Beck
FARMINGTON, CT

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