Daniel Marshall is a registered investment advisor, based in Phoenix, AZ, with 10 years of industry experience.
Location
2777 E. Camelback Rd, Suite 375, Phoenix, AZ, 85016
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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 VP-Operations for Smead Capital Management, Inc., a registered investment advisor. This requires a full-time commitment, including over 100 hours during securities trading hours.
Employment History
Current Registrations
Smead Funds Distributors, LLCBroker
December 2025 - Present · 5 mos
Smead Capital Management, INC.
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Distribution Services, LLCBroker
June 2020 - December 2025 · 5 yrs 6 mos
Alps Distributors, INC.Broker
May 2020 - May 2020 · 0 mos
Edward Jones
July 2015 - May 2018 · 2 yrs 10 mos
Edward JonesBroker
November 2013 - May 2018 · 4 yrs 6 mos
State Registrations1 state
AZ
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.