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Christopher Williams Daniels

DANIELS + TANSEY, L.L.P.·WILMINGTON, Delaware
Unclaimed Profile
1013 CENTRE ROAD, WILMINGTON, DE 19805CRD# 5846457Firm CRD# 127816
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About

Christopher Williams Daniels is a registered financial advisor based in WILMINGTON, Delaware, affiliated with DANIELS + TANSEY, L.L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DANIELS + TANSEY, L.L.P.
DANIELS + TANSEY, L.L.P.
AUM
$535M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at DANIELS + TANSEY, L.L.P. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5846457
Firm CRD# 127816
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Christopher Williams Daniels offer?
Christopher Williams Daniels specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILMINGTON, Delaware for a consultation.
What are Christopher Williams Daniels's credentials?
Christopher Williams Daniels is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Williams Daniels located?
Christopher Williams 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 Williams Daniels charge for services?
Christopher Williams 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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Nearby cities in Delaware
GREENVILLE (37)DOVER (27)LEWES (24)NEWARK (21)HOCKESSIN (12)
City Guides
GREENVILLE GuideDOVER GuideLEWES GuideNEWARK GuideHOCKESSIN Guide
Research
Advisor Fees in DelawareNational Fee Analysis
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