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Daniel Brant Segal

Linden Thomas Advisory Services, LLC

Charlotte, NC

CRD 7944841

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Employer firm

Linden Thomas Advisory Services, LLC CRD 288557

$1.77B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Linden Thomas Advisory Services, Llc

516 North Tryon Street, Charlotte, NC 28202 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-07-15
  • NC RA
    APPROVED
    Since 2024-07-15

Branch Locations

516 North Tryon Street, Charlotte, NC 28202 • 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
The Hartford Hartford CT 01/2006 03/2024
Unemployed Glastonbury CT 03/2024 06/2024
Linden Thomas Advisory Services Charlotte NC 06/2024 Present
  • 01/2006 → 03/2024
    The Hartford
    Hartford, CT
  • 03/2024 → 06/2024
    Unemployed
    Glastonbury, CT
  • 06/2024 → Present
    Linden Thomas Advisory Services
    Charlotte, NC
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC

Nearby Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS

Nearby Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC

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