Daniel Jacob Frankel
Investment adviser representative at Wealthcollab
11 yearsExperience
3 statesRegistered in
CFP® certification, CFADesignations
$316.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Wealthcollab LLCSep 2015 to now
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, WA).
Wealthcollab
Legal name: Wealthcollab LLC
$316.2MAssets managed
68Clients
1Advisers
5 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
- 5165778
- Firm CRD
- 269840