Daniel Gerard Stephen
Investment adviser representative at Servatus Capital
13 yearsExperience
2 statesRegistered in
$110.1MFirm assets
1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Servatus Capital, LLCAug 2020 to now
- M4 Capital, LLCFeb 2013 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2006
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, MO).
Servatus Capital
Legal name: Servatus Capital, LLC
$110.1MAssets managed
32Clients
2Advisers
1 yearIn 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
- 3232541
- Firm CRD
- 311428