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Daniel Gleason

VFPE ADVISORS LLC·AUDUBON, Pennsylvania
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2500 MONROE BLVD., AUDUBON, PA 19403CRD# 7673461Firm CRD# 299829
01

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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
VFPE ADVISORS LLC
VFPE ADVISORS LLC
AUM
$174M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at VFPE ADVISORS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: REFERRAL FEES FROM AFFILIATED ENTITIES
Regulatory
SEC/IARD CRD# 7673461
Firm CRD# 299829
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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