Unclaimed Profile

Daniel John Wyand

BLUELINE ADVISORS LLC·EXETER, New Hampshire

SIE, Series 7TO, Series 63, Series 65, Series 79TOClean record14 years registeredBLUELINE 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 · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BLUELINE ADVISORS LLC

BLUELINE ADVISORS

Jul 2012 – Jun 2021

EXETER, NH

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 63

Series 65

Series 79TO

Registration record

First registered · July 20, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUELINE ADVISORS LLC

CRD 164642 · SEC 801-91171

AUM

$184M

Regulatory assets under management

Employees

466 client accounts

Services offered by BLUELINE ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BLUELINE ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Daniel John Wyand offer?

Daniel John Wyand specializes in Financial Planning, Investment Management.

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, last registered with BLUELINE ADVISORS LLC.

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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