Daniel J Friedman
Investment adviser representative at Wmgna
22 yearsExperience
3 statesRegistered in
$346.4MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- WmgnaMay 1997 to now
- Wealth Management Group of North America, LLCAug 1995 to now
- Triad Advisors, Inc.Nov 2014 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 3 states (CT, FL, MA).
Wmgna
Legal name: Wealth Management Group of North America, LLC
$346.4MAssets managed
326Clients
4Advisers
2 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
- 2000690
- Firm CRD
- 125765