Unclaimed Profile

Daniel John Wyand

BLUELINE ADVISORS LLC·EXETER, New Hampshire

Clean recordBLUELINE ADVISORS LLC

99 WATER STREET, EXETER, NH 03833CRD# 5628436Firm CRD# 164642

Profile Verification

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

Identity

Daniel John Wyand · EXETER, NH

Registration

CRD #5628436 · BLUELINE ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Daniel John Wyand is a registered financial advisor based in EXETER, New Hampshire, affiliated with BLUELINE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BLUELINE ADVISORS LLC

BLUELINE ADVISORS

AUM

$184M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BLUELINE ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5628436

Firm CRD# 164642

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel John Wyand offer?

Daniel John Wyand specializes in Financial Planning, Investment Management. Contact their office in EXETER, New Hampshire for a consultation.

What are Daniel John Wyand's credentials?

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

Where is Daniel John Wyand located?

Daniel John Wyand is based in EXETER, New Hampshire, working with BLUELINE ADVISORS LLC. Their office serves clients in the EXETER metropolitan area and surrounding communities.

How does Daniel John Wyand charge for services?

Daniel John Wyand'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 BLUELINE ADVISORS LLC?

BLUELINE ADVISORS LLC has approximately 4 employees and manages $184M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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