Daniel John Ialeggio

Current Employers

Employment History

• 03/2015 → 05/2022
  Raymond James Financial Services
  Bethesda, MD
• 03/2015 → 05/2022
  Raymond James Financial Services Advisors Inc.
  Bethesda, MD
• 07/2017 → Present
  Steward Partners Global Advisory,
  Bethesda, MD
• 03/2015 → 12/2017
  Philleo & Ialeggio Wealth Strategies
  Bethesda, MD
• 01/2016 → Present
  Steward Partners Investment Advisory, Llc
  Bethesda, MD
• 05/2022 → Present
  Steward Partners Investment Solutions, Llc
  Bethesda, MD

Previous Registrations

• 2015-03-19 → 2016-12-08
  Raymond James Financial Services Advisors, Inc
  Bethesda, MD
• 2009-06-01 → 2015-03-26
  Morgan Stanley
  Bethesda, MD
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Bethesda, MD
• 2001-03-02 → 2007-04-02
  Morgan Stanley Dw Inc.
  Bethesda, MD
  Bethesda, MD

Other Businesses

1)aName of Business : Steward Partners Global Advisory Address: 7550 Wisconsin Ave Ste 420,Bethesda, MD Nature of the Business: Non-variable Insurance Position/Title: Agent Investment Related:Yes Start Date: 07/11/2017 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Install insurance products listed 2) Steward Partners Investment Advisory LLC. Address: Bethesda, MD. Nature of the Business: Independent RIA. Position/Title: Investment Adviser. Investment Related: Yes. Start Date: 01/2016. Hours per month devoted to this business: 0. Hours per month devoted to this business during trading hours: 0. Description of duties: Provide advisory services for clients. 3) PRESIDENT STREET RENTAL. NOT INVESTMENT RELATED. FULTON, MD. PROPRIETOR/OWNER. STARTED:03/2015. 1 HR PER MONTH, 0 DURING TRADING HRS. RENTAL PROPERTY-RESIDENTIAL TOWNHOUSE.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-10-25
• S63 Uniform Securities Agent State Law Examination
  1994-10-21

Designations

Other Names

• Dan Ialeggio