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Eric James Daniel

Daniel Investment Group Inc.

Royal Oak, MI

CRD 2726758

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Employer firm

Daniel Investment Group Inc. CRD 338851

$210M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Daniel Investment Group Inc.

306 S. Washington Ave. Suite 216, Royal Oak, MI 48067 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-12-18
TX RA APPROVED_RES 2025-12-18
  • MI RA
    APPROVED
    Since 2025-12-18
  • TX RA
    APPROVED_RES
    Since 2025-12-18

Branch Locations

306 S. Washington Ave. Suite 216, Royal Oak, MI 48067 • 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
Commonwealth Financial Network Royal Oak MI 03/1997 12/2021
Daniel Investment Group, Inc. Royal Oak MI 03/1997 Present
Commonwealth Financial Network Waltham MA 01/2022 12/2025
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-10-19
S63 Uniform Securities Agent State Law Examination 1996-06-28
  • S65 Uniform Investment Adviser Law Examination
    2010-10-19
  • S63 Uniform Securities Agent State Law Examination
    1996-06-28

View on SEC IAPD

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