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Terry Alan Daniels

Duncker Streett & Co.

St. Louis, MO

CRD 2612407

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Employer firm

Duncker Streett & Co. CRD 110828

$707M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Duncker Streett & Co.

8000 Maryland Suite 1100, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-18
MO RA APPROVED 2023-10-30
  • TX RA
    APPROVED
    Since 2025-03-18
  • MO RA
    APPROVED
    Since 2023-10-30

Branch Locations

8000 Maryland Suite 1100, St. Louis, MO 63105 • 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
Cnb Bank & Trust Edwardsville IL 07/2016 10/2023
Duncker Streett & Co Clayton MO 10/2023 Present
  • 07/2016 → 10/2023
    Cnb Bank & Trust
    Edwardsville, IL
  • 10/2023 → Present
    Duncker Streett & Co
    Clayton, MO
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-02-23
  • S63 Uniform Securities Agent State Law Examination
    1998-02-23
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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