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Daniel David Herr

POINTILLIST CAPITAL MANAGEMENT LLC·BINGHAM FARMS, Michigan
SIE, Series 3, Series 7, Series 55, Series 57TO, Series 63, Series 65Clean record20 years registeredPOINTILLIST CAPITAL MANAGEMENT LLC
30800 TELEGRAPH ROAD, BINGHAM FARMS, MI 48025CRD# 3101321Firm CRD# 310740

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel David Herr · BINGHAM FARMS, MI
Registration
CRD #3101321 · POINTILLIST CAPITAL MANAGEMENT LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: POINTILLIST CAPITAL MANAGEMENT LLC
HERR INVESTMENT GROUP LLC
Feb 2022 – Sep 2024
Austin, TX
MONERE WEALTH MANAGEMENT, INC.
Jul 2019 – May 2022
SCHAUMBURG, IL
SANCTUARY ADVISORS, LLC
Aug 2015 – Jun 2019
CHICAGO, IL
DAVID A. NOYES & COMPANY
Nov 2005 – Aug 2015
Pewaukee, WI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 55
Series 57TO
Series 63
Series 65
Registration record
First registered · November 22, 2005
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Introduction

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Frequently Asked Questions

What services does Daniel David Herr offer?
Daniel David Herr is a registered financial advisor in BINGHAM FARMS, Michigan.
What are Daniel David Herr's credentials?
Daniel David Herr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel David Herr located?
Daniel David Herr is based in BINGHAM FARMS, Michigan, last registered with POINTILLIST CAPITAL MANAGEMENT LLC.
How large is POINTILLIST CAPITAL MANAGEMENT LLC?
POINTILLIST CAPITAL MANAGEMENT LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
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