John S Daniel

Employer firm

Daniel Investments, Inc. CRD 124444

$60.7M regulatory AUM

Reported services (Item 5G)

Portfolio management (individuals)

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

Current Employers

Daniel Investments, Inc.

755 W. Big Beaver Road Suite 2020, Troy, MI 48084 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-01-01

MI RA
APPROVED

Since 2025-01-01

Branch Locations

755 W. Big Beaver Road Suite 2020, Troy, MI 48084 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Daniel Investments, Inc.	Bloomfield Hills	MI	10/1997	Present

10/1997 → Present

Daniel Investments, Inc.

Bloomfield Hills, MI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-03-08

S65 Uniform Investment Adviser Law Examination

2010-03-08

View on SEC IAPD

Employer firm

Current Employers

Daniel Investments, Inc.

Disclosures

Employment History

Exams

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