AdvisorOS Directory
Claim Profile
Unclaimed Profile
DT

Daniel Platt Tredwell

HEARTLAND INDUSTRIAL GROUP, LLC·STAMFORD, Connecticut
SIE, Series 7, Series 24, Series 63, Series 79Clean recordHEARTLAND INDUSTRIAL GROUP, LLC
263 TRESSER BLVD, 9TH FLOOR, STAMFORD, CT 06901-3236CRD# 2303659Firm CRD# 161323

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Platt Tredwell · STAMFORD, CT
Registration
CRD #2303659 · HEARTLAND INDUSTRIAL GROUP, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 79
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
HEARTLAND INDUSTRIAL GROUP, LLC
CRD 161323 · SEC 802-78443
AUM
$221M
Regulatory assets under management
Services offered by HEARTLAND INDUSTRIAL GROUP, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at HEARTLAND INDUSTRIAL GROUP, LLC →
Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in STAMFORD?

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

Browse STAMFORD AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Daniel Platt Tredwell offer?
Daniel Platt Tredwell specializes in Retirement Planning. Contact their office in STAMFORD, Connecticut for a consultation.
What are Daniel Platt Tredwell's credentials?
Daniel Platt Tredwell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Platt Tredwell located?
Daniel Platt Tredwell is based in STAMFORD, Connecticut, working with HEARTLAND INDUSTRIAL GROUP, LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Daniel Platt Tredwell charge for services?
Daniel Platt Tredwell's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HEARTLAND INDUSTRIAL GROUP, LLC?
HEARTLAND INDUSTRIAL GROUP, LLC is a registered investment adviser with the SEC, managing $221M in regulatory assets under management. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at HEARTLAND INDUSTRIAL GROUP, LLC

Steven J. Lamb
STAMFORD, CT

More Advisors in STAMFORD, Connecticut

Timothy Owen Mcmullan
TJT CAPITAL GROUP, LLC·STAMFORD, CT
Hugh Michael Ross
GRAYSCALE ADVISORS, LLC·STAMFORD, CT
Richard Lewis Hollmann
NEWEDGE WEALTH, LLC·STAMFORD, CT
Legrand Snowden Redfield
ASSET MANAGEMENT GROUP, INC.·STAMFORD, CT
CFP
Jerry Michael Meyer
FRONTFOUR CAPITAL GROUP LLC·STAMFORD, CT
Timothy Mcfadden
TJT CAPITAL GROUP, LLC·STAMFORD, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
GREENWICH (197)WESTPORT (100)HARTFORD (90)WEST HARTFORD (82)WILTON (50)DARIEN (48)GLASTONBURY (40)FAIRFIELD (36)NORWALK (35)FARMINGTON (30)
City Guides
GREENWICH GuideWESTPORT GuideHARTFORD GuideWEST HARTFORD GuideWILTON Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Request removal of this profile