# DANIEL A. ROBERTS

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FISCAL WISDOM WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/168299) | 2025-09-02 | present | Yes |
| [PEOPLE'S UNITED ADVISORS, INC.](https://search.stillhousedata.com/firm/292454) | 2021-08-06 | 2022-08-25 | — |
| [INDEXPERTS, LLC](https://search.stillhousedata.com/firm/314858) | 2021-07-07 | 2024-12-12 | — |
| [LINDEN THOMAS ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/288557) | 2019-04-02 | 2024-12-12 | — |
| [PARK AVENUE SECURITIES LLC](https://search.stillhousedata.com/firm/46173) | 2018-06-20 | 2019-02-20 | — |
| [NATIONWIDE SECURITIES, LLC](https://search.stillhousedata.com/firm/11173) | 2008-08-01 | 2018-06-12 | — |
| [1717 CAPITAL MANAGEMENT COMPANY](https://search.stillhousedata.com/firm/4082) | 2006-01-06 | 2008-08-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2208120)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2208120.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.