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Thomas Jordan Daniels

DANIELS + TANSEY, L.L.P.·WILMINGTON, Delaware
Series 65Clean record8 years registeredDANIELS + TANSEY, L.L.P.
1013 CENTRE ROAD, WILMINGTON, DE 19805CRD# 6838918Firm CRD# 127816

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Thomas Jordan Daniels · WILMINGTON, DE
Registration
CRD #6838918 · DANIELS + TANSEY, L.L.P. · 8 years registered
Brand Profile
Not yet started
01

Career History

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

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 6, 2017
Years registered · 8
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. →
Introduction

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05

Frequently Asked Questions

What services does Thomas Jordan Daniels offer?
Thomas Jordan Daniels specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILMINGTON, Delaware for a consultation.
What are Thomas Jordan Daniels's credentials?
Thomas Jordan Daniels is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Jordan Daniels located?
Thomas Jordan 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 Thomas Jordan Daniels charge for services?
Thomas Jordan 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
Christopher Williams Daniels
WILMINGTON, DE
Christopher Frank Daniels
WILMINGTON, DE
Timothy John Deangelo
WILMINGTON, DE

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