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Daniel Harry Reich
Banyan Global Investment Advisors, LLC
29 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
High Net Worth
Banyan Global Investment Advisors, LLC
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
142 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$151.2M
Fee Structure
Minimum Investment:
$1M
Financial Planning:
Investment management only
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Location
6001 Broken Sound Parkway Nw, Suite 426, Boca Raton, FL, 33487
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
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Regulatory
September 1985
Final
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How to Read Disclosures
Employment History
Current Registrations
Banyan Global Investment Advisors, LLC
April 2016 - Present · 9 yrs 10 mos
Previous Registrations
Banyan Global Investment Advisors, LLC
April 2015 - April 2016 · 1 yr
Reich Investment Advisors LLC
July 2008 - April 2013 · 4 yrs 9 mos
Reich Investment Advisors LLC
July 2008 - December 2012 · 4 yrs 5 mos
Geoffrey Richards Securities CORP.
Broker
July 2008 - May 2010 · 1 yr 10 mos
Bear, Stearns & CO. INC.
Broker
December 2001 - June 2008 · 6 yrs 6 mos
Deutsche Banc Alex. Brown INC.
Broker
May 2001 - December 2001 · 7 mos
Lehman Brothers INC.
Broker
June 1997 - April 2001 · 3 yrs 10 mos
Pershing Trading Company, L.P.
Broker
January 1995 - May 1997 · 2 yrs 4 mos
Donaldson, Lufkin & Jenrette Securities Corporation
Broker
November 1993 - January 1995 · 1 yr 2 mos
State Registrations
2 states
FL
TX
Advisor
Exams
No exam information available for this advisor.
Daniel Harry Reich - Financial Advisor | TrueAdvisor