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Daniel Fritz

10 Years of Experience
San Antonio, TX
Broker

Daniel Fritz is a registered investment advisor at Capital Client Group, INC., based in San Antonio, TX, with 10 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3500 Wiseman Blvd, San Antonio, TX, 78251-4321

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History

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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Employment History
Current Registrations
Capital Client Group, INC.
March 2022 - Present · 4 yrs 4 mos
Capital Client Group, INC.Broker
March 2022 - Present · 4 yrs 4 mos
Capital Client Group, INC.
March 2022 - Present · 4 yrs 4 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
September 2021 - March 2022 · 6 mos
Fidelity Brokerage Services LLCBroker
September 2021 - March 2022 · 6 mos
American Funds Distributors, INC.
September 2015 - August 2021 · 5 yrs 11 mos
American Funds Distributors, INC.Broker
September 2015 - August 2021 · 5 yrs 11 mos
Edward Jones
January 2015 - June 2015 · 5 mos
Edward JonesBroker
November 2014 - June 2015 · 7 mos
State Registrations23 states
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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.
Daniel Fritz - Financial Advisor | TrueAdvisor