Daniel T Wallick
Investment adviser representative at Wallick Investments, LLC
25 yearsExperience
2 statesRegistered in
$168.3MFirm 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
25 years in the industry.
- Wallick Investments, LLCJun 2005 to now
- Uvest Financial Services GroupApr 2003 to now
- Merrill Lynch, Pierce, Fenner & Smith, Inc.Jan 2001 to now
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Wallick Investments, LLC
$168.3MAssets managed
304Clients
3Advisers
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
- 4334083
- Firm CRD
- 162976