Unclaimed Profile

Dawna Lynne Daniel

SALIENT CAPITAL ADVISORS, LLC·HOUSTON, Texas

SIE, Series 4, Series 7, Series 14, Series 24, Series 52TO, Series 53, Series 66, Series 79TO, Series 99TOClean record18 years registeredSALIENT CAPITAL ADVISORS, LLC

4265 SAN FELIPE ST, HOUSTON, TX 77027CRD# 5137048Firm CRD# 153914

Profile Verification

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

Identity

Dawna Lynne Daniel · HOUSTON, TX

Registration

CRD #5137048 · SALIENT CAPITAL ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SALIENT CAPITAL ADVISORS, LLC

SALIENT PRIVATE CLIENT, LLC

Aug 2017 – Jul 2018

HOUSTON, TX

SALIENT CAPITAL ADVISORS, LLC

Feb 2011 – Jan 2023

HOUSTON, TX

INTEGRITY CAPITAL, LLC

Dec 2010 – Oct 2015

HOUSTON, TX

SMH CAPITAL INC.

Jun 2008 – Nov 2008

HOUSTON, TX

ENDOWMENT ADVISERS, L.P.

Jun 2008 – Mar 2021

HOUSTON, TX

GHE ADVISERS, L.P.

Jun 2008 – Oct 2011

HOUSTON, TX

SALIENT ADVISORS, L.P.

Jun 2008 – Nov 2022

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 14

Series 24

Series 52TO

Series 53

Series 66

Series 79TO

Series 99TO

Registration record

First registered · June 9, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SALIENT CAPITAL ADVISORS, LLC

CRD 153914 · SEC 801-71482

AUM

$2.1B

Regulatory assets under management

Employees

337 client accounts

Services offered by SALIENT CAPITAL ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at SALIENT CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Dawna Lynne Daniel offer?

Dawna Lynne Daniel specializes in Investment Management, Retirement Planning, Wealth Management.

What are Dawna Lynne Daniel's credentials?

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

Where is Dawna Lynne Daniel located?

Dawna Lynne Daniel is based in HOUSTON, Texas, last registered with SALIENT CAPITAL ADVISORS, LLC.

How does Dawna Lynne Daniel charge for services?

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

How large is SALIENT CAPITAL ADVISORS, LLC?

SALIENT CAPITAL ADVISORS, LLC has approximately 44 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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