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Terrence David Daniels

QUAD-C MANAGEMENT, INC.·CHARLOTTESVILLE, Virginia
Clean recordQUAD-C MANAGEMENT, INC.
240 W MAIN STREET, CHARLOTTESVILLE, VA 22902CRD# 6025984Firm CRD# 161395

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Terrence David Daniels · CHARLOTTESVILLE, VA
Registration
CRD #6025984 · QUAD-C MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Terrence David Daniels is a registered financial advisor based in CHARLOTTESVILLE, Virginia, affiliated with QUAD-C MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
QUAD-C MANAGEMENT, INC.
QUAD-C MANAGEMENT, INC.
AUM
$3.1B
Regulatory assets under management
Employees
33
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6025984
Firm CRD# 161395
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Terrence David Daniels offer?
Terrence David Daniels specializes in Retirement Planning. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.
What are Terrence David Daniels's credentials?
Terrence David Daniels is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terrence David Daniels located?
Terrence David Daniels is based in CHARLOTTESVILLE, Virginia, working with QUAD-C MANAGEMENT, INC.. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.
How does Terrence David Daniels charge for services?
Terrence David Daniels'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 QUAD-C MANAGEMENT, INC.?
QUAD-C MANAGEMENT, INC. has approximately 33 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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