Daniel Eccleston
Investment adviser representative at The Bendix Financial Group, Inc.
29 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$196.6MFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Royal Alliance Associates, Inc.Jun 1998 to now
- The Bendix Financial Group, Inc.Jan 1997 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (NY).
The Bendix Financial Group, Inc.
$196.6MAssets managed
211Clients
3Advisers
12 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
- 3084004
- Firm CRD
- 118999