Daniel Joseph Crocker
Investment adviser representative at Private Advisor Group, LLC
32 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$57.7BFirm assets
Are you Daniel Joseph Crocker? 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
- Seminars and workshops
Experience
32 years in the industry.
- Private Advisor Group, LLCApr 2014 to now
- LPL Financial LLC (formerly: Linsco/private Ledger Corp.)Jul 1994 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
State registrations
Registered as an investment adviser representative in 3 states (MD, PA, TX).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 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
- 1997345
- Firm CRD
- 155216