Daniel Jay Wolff
Investment adviser representative at Cary Street Partners
17 yearsExperience
9 statesRegistered in
CFADesignation
$10.3BFirm assets
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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 feePerformance-basedOther
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
17 years in the industry.
- Cary Street Partners LLCMay 2025 to now
- Cary Street Partners Investment Advisory LLCMay 2025 to now
- Ifs Advisors, Inc.Sep 2010 to now
- Osaic Wealth, Inc.Jun 2024 to May 2025
- Securities America Inc.Apr 2009 to Jun 2024
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
State registrations
Registered as an investment adviser representative in 9 states (AZ, CO, FL, IN, NC, NJ, OH, PA, TX).
Cary Street Partners
Legal name: Cary Street Partners Investment Advisory LLC
$10.3BAssets managed
6,988Clients
118Advisers
21 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
- 2149200
- Firm CRD
- 128545