Daniel Mccleer Draper
Investment adviser representative at Steward Partners Investment Advisory, LLC
21 yearsExperience
2 statesRegistered in
$36.7BFirm assets
10 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
- Pension consulting
Experience
21 years in the industry.
- Steward Partners Investment Advisory, LLCAug 2026 to now
- Steward Partners Global Advisory, LLCAug 2026 to now
- Steward Partners Investment Solutions, LLCAug 2026 to now
- Purshe Kaplan Sterling InvestmentsApr 2021 to Aug 2026
- Cetera Advisor Networks LLCSep 2019 to Apr 2021
- Sapphire Blue Investment ParntersMay 2018 to Aug 2026
- Summit Financial Group IncOct 2006 to Apr 2021
- Summit Brokerage ServicesFeb 2005 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
10 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
- 4340989
- Firm CRD
- 283004