Unclaimed Profile

Christopher Frank Daniels

DANIELS + TANSEY, L.L.P.·WILMINGTON, Delaware

Series 1, Series 24, Series 51, Series 63, Series 65Clean record26 years registeredDANIELS + TANSEY, L.L.P.

1013 CENTRE ROAD, WILMINGTON, DE 19805CRD# 60681Firm CRD# 127816

Profile Verification

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

Identity

Christopher Frank Daniels · WILMINGTON, DE

Registration

CRD #60681 · DANIELS + TANSEY, L.L.P. · 26 years registered

Brand Profile

Not yet started

Career History

CREATIVE PLANNING

Oct 2023 – present

DANIELS + TANSEY, L.L.P.

Jan 2018 – Oct 2023

WILMINGTON, DE

DANIELS + TANSEY, L.L.P.

Feb 2004 – Dec 2017

WILMINGTON, DE

CAMBRIDGE INVESTMENT RESERARCH, INC.

Apr 2000 – Oct 2004

WILMINGTON, DE

Registrations & Exams

FINRA examinations passed

Series 1

Series 24

Series 51

Series 63

Series 65

Registration record

First registered · April 17, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DANIELS + TANSEY, L.L.P.

CRD 127816 · SEC 801-62663

AUM

$535M

Regulatory assets under management

Employees

923 client accounts

Services offered by DANIELS + TANSEY, L.L.P.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DANIELS + TANSEY, L.L.P. →

Introduction

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Frequently Asked Questions

What services does Christopher Frank Daniels offer?

Christopher Frank Daniels specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILMINGTON, Delaware for a consultation.

What are Christopher Frank Daniels's credentials?

Christopher Frank Daniels is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Frank Daniels located?

Christopher Frank Daniels is based in WILMINGTON, Delaware, working with DANIELS + TANSEY, L.L.P.. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.

How does Christopher Frank Daniels charge for services?

Christopher Frank Daniels'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 DANIELS + TANSEY, L.L.P.?

DANIELS + TANSEY, L.L.P. has approximately 9 employees and manages $535M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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