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Daniel Robert Bystrom

ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.·PLAINVIEW, New York
SIE, Series 3, Series 7, Series 24, Series 55, Series 63Clean record4 years registeredACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.
45 EXECUTIVE DRIVE, PLAINVIEW, NY 11803CRD# 3241599Firm CRD# 126685

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Robert Bystrom · PLAINVIEW, NY
Registration
CRD #3241599 · ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC. · 4 years registered
Brand Profile
Not yet started
01

Career History

WEALTHSPIRE RETIREMENT ADVISORY
May 2022 – present
ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, LLC
Sep 2021 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 24
Series 55
Series 63
Registration record
First registered · September 6, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.
CRD 126685 · SEC 801-62457
AUM
$463M
Regulatory assets under management
Employees
3
279 client accounts
Services offered by ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.
Per Form ADV
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC. →
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05

Frequently Asked Questions

What services does Daniel Robert Bystrom offer?
Daniel Robert Bystrom specializes in Investment Management, Fee-Only Advisory. Contact their office in PLAINVIEW, New York for a consultation.
What are Daniel Robert Bystrom's credentials?
Daniel Robert Bystrom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Robert Bystrom located?
Daniel Robert Bystrom is based in PLAINVIEW, New York, working with ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.. Their office serves clients in the PLAINVIEW metropolitan area and surrounding communities.
How does Daniel Robert Bystrom charge for services?
Daniel Robert Bystrom's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC.?
ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, INC. has approximately 3 employees and manages $463M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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