Unclaimed Profile

Daniel Tyler Vernon

BILTMORE CAPITAL ADVISORS, LLC·BOCA RATON, Florida

Series 7, Series 31, Series 66Clean record24 years registeredBILTMORE CAPITAL ADVISORS, LLC

2799 NW 2ND AVENUE, BOCA RATON, FL 33431CRD# 4226863Firm CRD# 143965

Profile Verification

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

Identity

Daniel Tyler Vernon · BOCA RATON, FL

Registration

CRD #4226863 · BILTMORE CAPITAL ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

MERIT FINANCIAL ADVISORS

Jan 2022 – present

STONE CREEK CAPITAL MANAGEMENT LLC

Apr 2017 – Apr 2022

Boca Raton, FL

BILTMORE CAPITAL ADVISORS

Aug 2007 – Jun 2022

Boca Raton, FL

FSC SECURITIES CORPORATION

Aug 2007 – Apr 2010

ATLANTA, GA

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Sep 2001 – Sep 2007

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 66

Registration record

First registered · September 7, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BILTMORE CAPITAL ADVISORS, LLC

CRD 143965 · SEC 801-68057

AUM

$645M

Regulatory assets under management

Employees

1,316 client accounts

Services offered by BILTMORE CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BILTMORE CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Tyler Vernon offer?

Daniel Tyler Vernon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.

What are Daniel Tyler Vernon's credentials?

Daniel Tyler Vernon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Tyler Vernon located?

Daniel Tyler Vernon is based in BOCA RATON, Florida, working with BILTMORE CAPITAL ADVISORS, LLC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.

How does Daniel Tyler Vernon charge for services?

Daniel Tyler Vernon's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BILTMORE CAPITAL ADVISORS, LLC?

BILTMORE CAPITAL ADVISORS, LLC has approximately 7 employees and manages $645M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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