Unclaimed Profile

Daniel Gleason

VFPE ADVISORS LLC·AUDUBON, Pennsylvania

Clean recordVFPE ADVISORS LLC

2500 MONROE BLVD., AUDUBON, PA 19403CRD# 7673461Firm CRD# 299829

Profile Verification

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

Identity

Daniel Gleason · AUDUBON, PA

Registration

CRD #7673461 · VFPE ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Daniel Gleason is a registered financial advisor based in AUDUBON, Pennsylvania, affiliated with VFPE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

VFPE ADVISORS LLC

AUM

$174M

Regulatory assets under management

Employees

Total firm employees

View all advisors at VFPE ADVISORS LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Other: REFERRAL FEES FROM AFFILIATED ENTITIES

Regulatory

SEC/IARD CRD# 7673461

Firm CRD# 299829

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Frequently Asked Questions

What services does Daniel Gleason offer?

Daniel Gleason specializes in Retirement Planning. Contact their office in AUDUBON, Pennsylvania for a consultation.

What are Daniel Gleason's credentials?

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

Where is Daniel Gleason located?

Daniel Gleason is based in AUDUBON, Pennsylvania, working with VFPE ADVISORS LLC. Their office serves clients in the AUDUBON metropolitan area and surrounding communities.

How does Daniel Gleason charge for services?

Daniel Gleason's firm is compensated through percentage of aum, performance-based fees, other: referral fees from affiliated entities. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VFPE ADVISORS LLC?

VFPE ADVISORS LLC has approximately 7 employees and manages $174M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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