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Christopher Williams Daniels

DANIELS + TANSEY, L.L.P.·WILMINGTON, Delaware
SIE, Series 7, Series 63Clean record9 years registeredDANIELS + TANSEY, L.L.P.
1013 CENTRE ROAD, WILMINGTON, DE 19805CRD# 5846457Firm CRD# 127816

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Williams Daniels · WILMINGTON, DE
Registration
CRD #5846457 · DANIELS + TANSEY, L.L.P. · 9 years registered
Brand Profile
Not yet started
01

Career History

CREATIVE PLANNING
Oct 2023 – present
DANIELS + TANSEY, L.L.P.
Jan 2018 – Oct 2023
WILMINGTON, DE
DANIELS + TANSEY, L.L.P.
Sep 2016 – Dec 2017
WILMINGTON, DE
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · September 19, 2016
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DANIELS + TANSEY, L.L.P.
CRD 127816 · SEC 801-62663
AUM
$535M
Regulatory assets under management
Employees
9
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. →
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05

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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Other Advisors at DANIELS + TANSEY, L.L.P.

Devon Williams Daniels
WILMINGTON, DE
Thomas Jordan Daniels
WILMINGTON, DE
Christopher Frank Daniels
WILMINGTON, DE
Timothy John Deangelo
WILMINGTON, DE

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