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Thomas Jordan Daniels

DANIELS + TANSEY, L.L.P.·WILMINGTON, Delaware
Clean recordDANIELS + 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Thomas Jordan 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
Introduction

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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# 6838918
Firm CRD# 127816
View on FINRA BrokerCheck →

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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
Susan P. Benson
WILMINGTON, DE
Adele P. Mcintosh
WILMINGTON, DE
Christopher Williams Daniels
WILMINGTON, DE
Christopher Frank Daniels
WILMINGTON, DE
Timothy John Deangelo
WILMINGTON, DE

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