Daniel P Vass

Employer firm

Vass Financial Strategies CRD 271038

$42.4M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 08/2015 → Present
  Vass Financial Strategies
  Lafayette Hill, PA

Previous Registrations

• 2015-05-20 → 2015-08-28
  Mycio Wealth Partners, Llc
  Philadelphia, PA
• 2014-09-09 → 2015-08-11
  Rz Wealth
  Wayne, PA
• 2013-04-15 → 2015-05-06
  Wfg Advisors, Lp
  Wayne, PA

Other Businesses

INSURANCE SALES - DANIEL P. VASS IS LICENSED TO SELL LIFE AND HEALTH INSURANCE AND SPENDS APPROXIMATELY 15% OF HIS TIME ON THIS ACTIVITY.

Exams

• S66 Uniform Combined State Law Examination
  2013-04-13