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Daniel John Wyand

BLUELINE ADVISORS LLC·EXETER, New Hampshire
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99 WATER STREET, EXETER, NH 03833CRD# 5628436Firm CRD# 164642
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BLUELINE ADVISORS LLC
BLUELINE ADVISORS
AUM
$184M
Regulatory assets under management
Employees
4
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5628436
Firm CRD# 164642
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in EXETER
Frank Charles Sabin — BLUELINE ADVISORS LLCGregory Bruce Gagne — AFFINITY INVESTMENT GROUP, LLCPeter Wright Willcox — AFFINITY INVESTMENT GROUP, LLCJohn Frederick Tomlin — CONSERVATION RESOURCE PARTNERS, LLCJulie Ann Koeninger — CONSERVATION RESOURCE PARTNERS, LLC
Nearby cities in New Hampshire
PORTSMOUTH (114)BEDFORD (41)CONCORD (40)MANCHESTER (39)HANOVER (37)
City Guides
PORTSMOUTH GuideBEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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