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Daniel Clayton Caswell

INTEGRATED WEALTH STRATEGIES, LLC·AUSTIN, Texas
Series 6, Series 7, Series 63, Series 65Clean record21 years registeredINTEGRATED WEALTH STRATEGIES, LLC
9442 N CAPITAL TEXAS HWY, AUSTIN, TX 78759CRD# 4541666Firm CRD# 155254

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Clayton Caswell · AUSTIN, TX
Registration
CRD #4541666 · INTEGRATED WEALTH STRATEGIES, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

INTEGRATED WEALTH STRATEGIES, LLC
Aug 2013 – present
EAGLE STRATEGIES LLC
Feb 2005 – Aug 2013
AUSTIN, TX
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · February 28, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INTEGRATED WEALTH STRATEGIES, LLC
CRD 155254 · SEC 801-116732
AUM
$104M
Regulatory assets under management
Employees
7
497 client accounts
Services offered by INTEGRATED WEALTH STRATEGIES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INTEGRATED WEALTH STRATEGIES, LLC →
Introduction

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05

Frequently Asked Questions

What services does Daniel Clayton Caswell offer?
Daniel Clayton Caswell specializes in Financial Planning, Investment Management. Contact their office in AUSTIN, Texas for a consultation.
What are Daniel Clayton Caswell's credentials?
Daniel Clayton Caswell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Clayton Caswell located?
Daniel Clayton Caswell is based in AUSTIN, Texas, working with INTEGRATED WEALTH STRATEGIES, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Daniel Clayton Caswell charge for services?
Daniel Clayton Caswell'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 INTEGRATED WEALTH STRATEGIES, LLC?
INTEGRATED WEALTH STRATEGIES, LLC has approximately 7 employees and manages $104M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at INTEGRATED WEALTH STRATEGIES, LLC

Anita Lynne Wiggins
AUSTIN, TX
Austin T Caswell
AUSTIN, TX

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