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Daniel Michael Clifton

Strategas Asset Management, LLC

Washington, DC

New York, NY

CRD 5669502

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Employer firm

Strategas Asset Management, LLC CRD 172000

$458M regulatory AUM 8 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • DELIVERY OF MODEL PORTFOLIOS

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

Current Employers
Strategas Asset Management, Llc

52 Vanderbilt Avenue 19Th Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2016-09-07
  • DC RA
    APPROVED
    Since 2016-09-07

Branch Locations

1775 I Streetnw, Washington, DC 20006 • United States

52 Vanderbilt Avenue 19Th Floor, New York, NY 10017 • 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
Strategas Securities Llc Dba Strategas Research Partners,Llc New York NY 09/2008 Present
  • 09/2008 → Present
    Strategas Securities Llc Dba Strategas Research Partners,Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-11
  • S66 Uniform Combined State Law Examination
    2016-08-11

View on SEC IAPD

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Nearby Investors

LEAH SAWYER BRYAN
GARY ANDREW EDMONDS
JAMES DARRELL ZACK

Nearby Offices

BRYSPEN, INCORPORATED · WASHINGTON, DC
3WIRE INVESTMENT · WASHINGTON, DC
LPL FINANCIAL LLC · WASHINGTON, DC

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