Daniel Wolff is a CFA-designated registered investment advisor, based in Sarasota, FL, with 30 years of industry experience.
Location
6710 Professional Parkway West, Suite 203, Sarasota, FL, 34240
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel works as an insurance sales agent since 2009. This investment-related activity requires minimal time.
Employment History
Current Registrations
Cary Street Partners
May 2025 - Present · 1 yr 4 mos
Cary Street Partners
May 2025 - Present · 1 yr 4 mos
Cary Street PartnersBroker
May 2025 - Present · 1 yr 4 mos
Previous Registrations
Osaic Wealth, INC.Broker
June 2024 - May 2025 · 11 mos
Ifs Advisors, INC
January 2011 - July 2025 · 14 yrs 6 mos
Southern Trust Financial Planning
December 2009 - December 2009 · 0 mos
Securities America Advisors, INC.
June 2009 - January 2011 · 1 yr 7 mos
Securities America, INC.Broker
April 2009 - June 2024 · 15 yrs 2 mos
Wachovia Capital Markets, LLCBroker
November 2003 - March 2009 · 5 yrs 4 mos
First Union Securities, INC.Broker
September 2001 - January 2002 · 4 mos
First Liberty Investment Group, INC.Broker
February 1995 - February 1999 · 4 yrs
Meridian, Dunhill & CO., INC.Broker
August 1991 - July 1995 · 3 yrs 11 mos
State Registrations32 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.