Unclaimed Profile

Lee Daniel Caney

PENNANTPARK INVESTMENT ADVISERS, LLC·MIAMI BEACH, Florida

Clean recordPENNANTPARK INVESTMENT ADVISERS, LLC

1691 MICHIGAN AVENUE, MIAMI BEACH, FL 33139CRD# 7739569Firm CRD# 143149

Profile Verification

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

Identity

Lee Daniel Caney · MIAMI BEACH, FL

Registration

CRD #7739569 · PENNANTPARK INVESTMENT ADVISERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lee Daniel Caney is a registered financial advisor based in MIAMI BEACH, Florida, affiliated with PENNANTPARK INVESTMENT ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PENNANTPARK INVESTMENT ADVISERS, LLC

AUM

$4.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PENNANTPARK INVESTMENT ADVISERS, LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7739569

Firm CRD# 143149

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lee Daniel Caney offer?

Lee Daniel Caney specializes in Investment Management, Retirement Planning. Contact their office in MIAMI BEACH, Florida for a consultation.

What are Lee Daniel Caney's credentials?

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

Where is Lee Daniel Caney located?

Lee Daniel Caney is based in MIAMI BEACH, Florida, working with PENNANTPARK INVESTMENT ADVISERS, LLC. Their office serves clients in the MIAMI BEACH metropolitan area and surrounding communities.

How does Lee Daniel Caney charge for services?

Lee Daniel Caney's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PENNANTPARK INVESTMENT ADVISERS, LLC?

PENNANTPARK INVESTMENT ADVISERS, LLC has approximately 67 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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