Daniel Eccleston

Employer firm

The Bendix Financial Group, Inc. CRD 118999

$197M regulatory AUM 211 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1997 → Present
  The Bendix Financial Group
  Garden City, NY
• 06/1998 → Present
  Royal Alliance Associates, Inc.
  Uniondale, NY

Other Businesses

1) INSURANCE SALES - AGENT GARDEN CITY NY - FROM TIME TO TIME AGENT ASSISTS CLIENTS IN OBTAINING LIFE, HEALTH, OR LONG TERM CARE INSURANCE. 2) TAX PREPERATION - PREPARER GARDEN CITY, NY - AS NEEDED THE AGENT PREPARES INDIVIDUAL TAX RETURNS FOR INVESTMENT CLIENTS. 3) THE BENDIX FINANCIAL GROUP POSITION: Advisor NATURE: Registered Investment Adviser - INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2002 ADDRESS: 585 Stewart Ave. Suite 314 Garden City, NY 11530, Garden City NY 11530, United States DESCRIPTION: Managing client assets

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-07-23

Designations

• Certified Financial Planner