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Daniel Fredric Rea

NFI, LLC·SEVEN FIELDS, Pennsylvania
NFI, LLC
200 NORTHPOINT CIRCLE, SEVEN FIELDS, PA 16046CRD# 2442234Firm CRD# 136742

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Fredric Rea · SEVEN FIELDS, PA
Registration
CRD #2442234 · NFI, LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Daniel Fredric Rea is a registered financial advisor based in SEVEN FIELDS, Pennsylvania, affiliated with NFI, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
NFI, LLC
NFI, LLC
AUM
$25M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at NFI, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2442234
Firm CRD# 136742
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Fredric Rea offer?
Daniel Fredric Rea specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SEVEN FIELDS, Pennsylvania for a consultation.
What are Daniel Fredric Rea's credentials?
Daniel Fredric Rea is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Fredric Rea located?
Daniel Fredric Rea is based in SEVEN FIELDS, Pennsylvania, working with NFI, LLC. Their office serves clients in the SEVEN FIELDS metropolitan area and surrounding communities.
How does Daniel Fredric Rea charge for services?
Daniel Fredric Rea's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NFI, LLC?
NFI, LLC has approximately 1 employees and manages $25M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Pennsylvania
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Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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