Unclaimed Profile

Daniel Mosies Weingeist

KAYNE ANDERSON CAPITAL ADVISORS LP·HOUSTON, Texas

Series 7, Series 65Clean record21 years registeredKAYNE ANDERSON CAPITAL ADVISORS LP

717 TEXAS AVENUE, HOUSTON, TX 77002CRD# 1989684Firm CRD# 104536

Profile Verification

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

Identity

Daniel Mosies Weingeist · HOUSTON, TX

Registration

CRD #1989684 · KAYNE ANDERSON CAPITAL ADVISORS LP · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KAYNE ANDERSON CAPITAL ADVISORS LP

KAYNE ANDERSON CAPITAL ADVISORS LP

Jan 2015 – Oct 2025

HOUSTON, TX

KAYNE ANDERSON CAPITAL ADVISORS LP

Jul 2005 – Dec 2014

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · July 15, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KAYNE ANDERSON CAPITAL ADVISORS LP

CRD 104536 · SEC 801-46991

AUM

$31.7B

Regulatory assets under management

Employees

301

122 client accounts

Services offered by KAYNE ANDERSON CAPITAL ADVISORS LP

Per Form ADV

Financial planning

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at KAYNE ANDERSON CAPITAL ADVISORS LP →

Introduction

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Frequently Asked Questions

What services does Daniel Mosies Weingeist offer?

Daniel Mosies Weingeist specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Daniel Mosies Weingeist's credentials?

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

Where is Daniel Mosies Weingeist located?

Daniel Mosies Weingeist is based in HOUSTON, Texas, last registered with KAYNE ANDERSON CAPITAL ADVISORS LP.

How does Daniel Mosies Weingeist charge for services?

Daniel Mosies Weingeist's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KAYNE ANDERSON CAPITAL ADVISORS LP?

KAYNE ANDERSON CAPITAL ADVISORS LP has approximately 301 employees and manages $31.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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