DANIEL A. ROBERTS is an investment adviser representative (IAR) with state registration records since 2006, appearing at 7 firms. Currently registered with FISCAL WISDOM WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FISCAL WISDOM WEALTH MANAGEMENT LLC | 2025-09-02 | present | Yes |
| PEOPLE'S UNITED ADVISORS, INC. | 2021-08-06 | 2022-08-25 | — |
| INDEXPERTS, LLC | 2021-07-07 | 2024-12-12 | — |
| LINDEN THOMAS ADVISORY SERVICES, LLC | 2019-04-02 | 2024-12-12 | — |
| PARK AVENUE SECURITIES LLC | 2018-06-20 | 2019-02-20 | — |
| NATIONWIDE SECURITIES, LLC | 2008-08-01 | 2018-06-12 | — |
| 1717 CAPITAL MANAGEMENT COMPANY | 2006-01-06 | 2008-08-01 | — |