Daniel Russell Bailey
Investment adviser representative at Faithward Advisors, LLC
19 yearsExperience
2 statesRegistered in
$1.1BFirm assets
24 yearsFirm in business
Are you Daniel Russell Bailey? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Osaic Wealth, Inc.Oct 2024 to now
- Faithward Advisors, LLCJan 2007 to now
- Ambassador Advisors, LLCJan 2007 to now
- American Portfolios Financial Services, IncOct 2011 to Oct 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Faithward Advisors, LLC
$1.1BAssets managed
3,114Clients
18Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1819018
- Firm CRD
- 116978