Inactive

Daniel James Lester

Sagebroadview Wealth Management, LLC

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Current Employers

Sagebroadview Wealth Management, Llc

10 Waterside Drive Suite 305, Farmington, CT 06032-2837 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-05-15
CT	RA	APPROVED	2020-07-24

NJ RA
APPROVED

Since 2025-05-15
CT RA
APPROVED

Since 2020-07-24

Branch Locations

10 Waterside Drive Suite 305, Farmington, CT 06032-2837 • 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

Organization	City	State	From	To
Sagebroadview Wealth Management, Llc	Farmington	CT	06/2020	Present
Bentley University	Waltham	MA	08/2017	05/2020
Bentley University	Waltham	MA	08/2019	05/2020
Barnum Financial Group	Glastonbury	CT	06/2018	07/2018
Farmington Amateur Athletic Club	Farmington	CT	06/2017	08/2017
Bentley University	Waltham	MA	08/2016	05/2019
Sagebroadview Wealth Management, Llc	Farmington	CT	05/2019	05/2020

06/2020 → Present

Sagebroadview Wealth Management, Llc

Farmington, CT
08/2017 → 05/2020

Bentley University

Waltham, MA
08/2019 → 05/2020

Bentley University

Waltham, MA
06/2018 → 07/2018

Barnum Financial Group

Glastonbury, CT
06/2017 → 08/2017

Farmington Amateur Athletic Club

Farmington, CT
08/2016 → 05/2019

Bentley University

Waltham, MA
05/2019 → 05/2020

Sagebroadview Wealth Management, Llc

Farmington, CT

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-07-24

S65 Uniform Investment Adviser Law Examination

2020-07-24

Designations

Other Names

Danny James Lester

View on SEC IAPD

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