Daniel Joseph Rivet

Employer firm

The Foundry Financial Group, Inc. CRD 116823

$284M regulatory AUM 14 advisory clients

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → 01/2020
  The Foundry Financial Group Inc.
  Laconia, NH
• 01/2018 → 05/2020
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2016 → 12/2016
  Putnam Investments
  Andover, MA
• 05/2014 → 09/2016
  The Common Man Family Of Restaurants
  Meredith, NH
• 09/2013 → 05/2017
  University Of New Hampshire
  Durham, NH
• 01/2020 → Present
  The Foundry Financial Group, Inc.
  Laconia, NH
• 05/2018 → 10/2023
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2018-05-16 → 2023-10-09
  Cambridge Investment Research Advisors, Inc.
  Laconia, NH
  Laconia, NH

Exams

• S66 Uniform Combined State Law Examination
  2018-05-12

Designations

• Certified Financial Planner