Daniel Robert Catone
Investment adviser representative at Arimathea
21 yearsExperience
3 statesRegistered in
$39.9MFirm assets
2 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- ArimatheaMar 2024 to now
- Golden State Wealth Management, LLCMay 2013 to now
- LPL Financial, LLCFeb 2012 to now
- Redwood Investment Group, IncJun 2005 to now
- Golden State Asset ManagementMar 2019 to Aug 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, WY).
Arimathea
$39.9MAssets managed
23Clients
4Advisers
2 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
- 4469467
- Firm CRD
- 330140