AdvisorOS Directory
Claim Profile
Unclaimed Profile
DK

Daniel Charles Katzner

SKAANA MANAGEMENT L.P.·BROOKLYN, New York
SIE, Series 7, Series 55, Series 63Clean recordSKAANA MANAGEMENT L.P.
921 PRESIDENT STREET, BROOKLYN, NY 11215CRD# 1423223Firm CRD# 311817

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Charles Katzner · BROOKLYN, NY
Registration
CRD #1423223 · SKAANA MANAGEMENT L.P.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 55
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
SKAANA MANAGEMENT L.P.
CRD 311817 · SEC 801-119991
AUM
$439M
Regulatory assets under management
Employees
5
1 client accounts
Services offered by SKAANA MANAGEMENT L.P.
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at SKAANA MANAGEMENT L.P. →
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 BROOKLYN?

Browse all registered financial advisors in BROOKLYN, New York or claim this profile if it's yours.

Browse BROOKLYN AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Daniel Charles Katzner offer?
Daniel Charles Katzner specializes in Retirement Planning. Contact their office in BROOKLYN, New York for a consultation.
What are Daniel Charles Katzner's credentials?
Daniel Charles Katzner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Charles Katzner located?
Daniel Charles Katzner is based in BROOKLYN, New York, working with SKAANA MANAGEMENT L.P.. Their office serves clients in the BROOKLYN metropolitan area and surrounding communities.
How does Daniel Charles Katzner charge for services?
Daniel Charles Katzner's firm is compensated through subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SKAANA MANAGEMENT L.P.?
SKAANA MANAGEMENT L.P. has approximately 5 employees and manages $439M 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 →

Other Advisors at SKAANA MANAGEMENT L.P.

Mayank Natverlal Patel
BROOKLYN, NY
Jeffrey Alan Walker
BROOKLYN, NY

More Advisors in BROOKLYN, New York

Jacob Halberstam
EQUINUM, LLC·BROOKLYN, NY
Ravi (nmn) Malhotra
OAK & REED CAPITAL MANAGEMENT, LLC·BROOKLYN, NY
Christopher Paul Terenzi
LINK SHAREHOLDER SERVICES, LLC·BROOKLYN, NY
Ankur Nagpal
CARRY ADVISORS LLC·BROOKLYN, NY
James V. Mitchell
ROCKLEDGE ADVISORS LLC·BROOKLYN, NY
John Kevin Jokela
OCHO INVESTMENT ADVISORS, LLC·BROOKLYN, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)PITTSFORD (65)WHITE PLAINS (60)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile