Daniel R Koenig is an investment adviser representative (IAR) with state registration records since 2022, appearing at 2 firms. Currently registered with SVB WEALTH, FIRST CITIZENS INVESTOR SERVICES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| FIRST CITIZENS INVESTOR SERVICES, INC. | 2025-10-22 | present | Yes |
| SVB WEALTH | 2022-09-15 | present | Yes |