Daniel Field is a CFP-designated registered investment advisor, based in Parsippany, NJ, with 10 years of industry experience.
Location
4 Campus Drive, Parsippany, NJ, 07054
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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.
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Daniel works as a Wealth Advisor at Summit Financial, LLC, a registered investment advisor, dedicating full-time hours to financial planning. This activity is investment-related.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2022 - Present · 3 yrs 11 mos
Summit Financial, LLC
June 2022 - Present · 4 yrs 3 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - May 2022 · 3 yrs 10 mos
Strategic Advisers LLC
December 2017 - July 2018 · 7 mos
Fidelity Brokerage Services LLCBroker
December 2017 - May 2022 · 4 yrs 5 mos
Personal Cfo Solutions LLC
July 2016 - November 2017 · 1 yr 4 mos
Jm Egan Wealth Advisors, LLC
June 2015 - May 2016 · 11 mos
Securities America, INC.Broker
June 2015 - May 2016 · 11 mos
Cadaret, Grant & CO., INC.Broker
January 2015 - May 2015 · 4 mos
State Registrations1 state
NJ
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.