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Daniel Alford Fedder

Seven Post Investment Office LP

San Francisco, CA

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Current Employers
Seven Post Investment Office Lp

One Montgomery Street Suite 3150, San Francisco, CA 94104-4505 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-27
  • CA RA
    APPROVED
    Since 2025-10-27

Branch Locations

One Montgomery Street Suite 3150, San Francisco, CA 94104-4505 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ftp Securities Llc San Francisco CA 04/2015 06/2017
Kimberlite New York NY 07/2017 08/2018
Wilson Meany San Francisco CA 01/2018 05/2025
Unemployed San Francisco CA 06/2025 06/2025
Seven Post Investment Office San Francisco CA 07/2025 Present
  • 04/2015 → 06/2017
    Ftp Securities Llc
    San Francisco, CA
  • 07/2017 → 08/2018
    Kimberlite
    New York, NY
  • 01/2018 → 05/2025
    Wilson Meany
    San Francisco, CA
  • 06/2025 → 06/2025
    Unemployed
    San Francisco, CA
  • 07/2025 → Present
    Seven Post Investment Office
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-13
S63 Uniform Securities Agent State Law Examination 2016-06-20
  • S65 Uniform Investment Adviser Law Examination
    2025-10-13
  • S63 Uniform Securities Agent State Law Examination
    2016-06-20

View on SEC IAPD

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Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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