Unclaimed Profile

Gregory Scott Sloan

THE DANIEL FINANCIAL GROUP, LLC·DULUTH, Georgia

Series 6, Series 7, Series 63, Series 65Clean record23 years registeredTHE DANIEL FINANCIAL GROUP, LLC

3700 CRESTWOOD PARKWAY, DULUTH, GA 30096CRD# 2657584Firm CRD# 143592

Profile Verification

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

Identity

Gregory Scott Sloan · DULUTH, GA

Registration

CRD #2657584 · THE DANIEL FINANCIAL GROUP, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE DANIEL FINANCIAL GROUP, LLC

THE MATHER GROUP, LLC

Feb 2020 – Jan 2021

ATLANTA, GA

DANIEL ADVISORS

May 2007 – Jan 2020

DULUTH, GA

THE AYCO COMPANY,L.P.

Feb 2003 – Feb 2007

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 25, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE DANIEL FINANCIAL GROUP, LLC

CRD 143592 · SEC 801-70372

AUM

$53M

Regulatory assets under management

Employees

363 client accounts

Services offered by THE DANIEL FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE DANIEL FINANCIAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Gregory Scott Sloan offer?

Gregory Scott Sloan specializes in Financial Planning, Investment Management.

What are Gregory Scott Sloan's credentials?

Gregory Scott Sloan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Scott Sloan located?

Gregory Scott Sloan is based in DULUTH, Georgia, last registered with THE DANIEL FINANCIAL GROUP, LLC.

How does Gregory Scott Sloan charge for services?

Gregory Scott Sloan'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 THE DANIEL FINANCIAL GROUP, LLC?

THE DANIEL FINANCIAL GROUP, LLC has approximately 1 employees and manages $53M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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