Unclaimed Profile

Daniel Anthony Lagan

CONGRESS ASSET MANAGEMENT COMPANY, LLP·BOSTON, Massachusetts

Series 2, Series 65Clean record26 years registeredCONGRESS ASSET MANAGEMENT COMPANY, LLP

2 SEAPORT LANE, BOSTON, MA 02210-2001CRD# 2236297Firm CRD# 105161

Profile Verification

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

Identity

Daniel Anthony Lagan · BOSTON, MA

Registration

CRD #2236297 · CONGRESS ASSET MANAGEMENT COMPANY, LLP · 26 years registered

Brand Profile

Not yet started

Career History

CONGRESS ASSET MANAGEMENT COMPANY, LLP

Jun 2000 – present

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · June 2, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONGRESS ASSET MANAGEMENT COMPANY, LLP

CRD 105161 · SEC 801-23386

AUM

$12.1B

Regulatory assets under management

Employees

7,032 client accounts

Services offered by CONGRESS ASSET MANAGEMENT COMPANY, LLP

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at CONGRESS ASSET MANAGEMENT COMPANY, LLP →

Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Daniel Anthony Lagan offer?

Daniel Anthony Lagan specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Daniel Anthony Lagan's credentials?

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

Where is Daniel Anthony Lagan located?

Daniel Anthony Lagan is based in BOSTON, Massachusetts, working with CONGRESS ASSET MANAGEMENT COMPANY, LLP. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Daniel Anthony Lagan charge for services?

Daniel Anthony Lagan'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 CONGRESS ASSET MANAGEMENT COMPANY, LLP?

CONGRESS ASSET MANAGEMENT COMPANY, LLP has approximately 66 employees and manages $12.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →