Daniel Robinson Preslar

Employer firm

1618 Advisors LLC CRD 329864

$25.3M regulatory AUM

Reported services (Item 5G)

• 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

• 04/2015 → 03/2024
  Redwood Wealth Management, Llc
  Charlotte, NC
• 09/2015 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 09/2015 → Present
  Daniel Preslar, Sole Proprietor
  Charlotte, NC
• 04/2024 → Present
  1618 Advisors Llc
  Charlotte, NC
• 01/2008 → Present
  Drp Partners Llc
  Charlotte, NC

Previous Registrations

• 2015-04-20 → 2024-05-01
  Redwood Wealth Management, Llc
  Santa Monica, CA
• 2007-12-07 → 2015-04-24
  Lpl Financial Llc
  Charlotte, NC
  Fort Mill, SC
  Charlotte, NC
• 2004-08-26 → 2007-12-14
  A. G. Edwards & Sons, Inc.
  Charlotte, NC
  Charlotte, NC

Other Businesses

1) PURSHE KAPLAN STERLING INVESTMENTS; INVESTMENT RELATED; ALBANY, NY; REGISTERED BROKER/DEALER; REGISTERED REPRESENTATIVE; START: 09/2015; HOURS: 10 HOURS PER MONTH, 5 DURING SECURITIES TRADING 2) Daniel Preslar, Sole Proprietor: INVESTMENT RELATED; CHARLOTTE NC; INSURANCE AGENCY; INSURANCE AGENT; START 09/2015; HOURS: 5 HOURS PER MONTH; 2 DURING SECURITIES TRADING 3) DRP PARTNERS, LLC;; non investment related; Charlotte NC; Managing Member; pass through entity for tax purposes; start 01/2008; 0 hours per month. 4) 1618 Advisors LLC. Investment Related. At Registered Location. RIA. Managing Member. Start: 12/2023. 200 hrs/month; all during trading hours. Managing the business.

Exams

• S66 Uniform Combined State Law Examination
  2004-08-25
• S63 Uniform Securities Agent State Law Examination
  2004-04-26