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Daniel Mason Hart

Advanced Portfolio Strategies

Torrance, CA

CRD 7230264

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Employer firm

Advanced Portfolio Strategies CRD 284697

$217M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Advanced Portfolio Strategies

3625 Del Amo Blvd Suite 190, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-02-14
  • CA RA
    APPROVED
    Since 2020-02-14

Branch Locations

3625 Del Amo Blvd Suite 190, Torrance, CA 90503 • 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
Aps Management Group, Inc. Torrance CA 01/2020 Present
Aps Management Group Inc. Torrance CA 10/2018 Present
Student Tucson AZ 09/2016 10/2018
  • 01/2020 → Present
    Aps Management Group, Inc.
    Torrance, CA
  • 10/2018 → Present
    Aps Management Group Inc.
    Torrance, CA
  • 09/2016 → 10/2018
    Student
    Tucson, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-28
  • S65 Uniform Investment Adviser Law Examination
    2020-01-28

View on SEC IAPD

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