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Daniel Eric Kaufman

Maslow Wealth Advisors

Portland, OR

Austin, TX

CRD 7537411

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Employer firm

Maslow Wealth Advisors CRD 107722

$2.84B regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • CONSULTING

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

Current Employers
Maslow Wealth Advisors

1601 South Mo Pac Expressway Suite 125D, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-07-12
TX RA APPROVED 2022-06-13
  • OR RA
    APPROVED
    Since 2025-07-12
  • TX RA
    APPROVED
    Since 2022-06-13

Branch Locations

Portland, OR • United States

1601 South Mo Pac Expressway Suite 125D, Austin, TX 78746 • 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
Binghamton University Binghamton NY 06/2016 05/2020
Study Abroad Program Alcala De Henares 08/2018 12/2018
The Shop Binghamton NY 01/2019 03/2020
Staffing Solutions Organization Albany NY 05/2020 01/2022
Durbin Bennett Private Wealth Management Dba Maslow Wealth Austin TX 01/2022 Present
  • 06/2016 → 05/2020
    Binghamton University
    Binghamton, NY
  • 08/2018 → 12/2018
    Study Abroad Program
    Alcala De Henares
  • 01/2019 → 03/2020
    The Shop
    Binghamton, NY
  • 05/2020 → 01/2022
    Staffing Solutions Organization
    Albany, NY
  • 01/2022 → Present
    Durbin Bennett Private Wealth Management Dba Maslow Wealth
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-11
  • S65 Uniform Investment Adviser Law Examination
    2022-06-11
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Daniel Kaufman

View on SEC IAPD

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