Rocky Harold john Istvan
Investment adviser representative at Daniel Krug & Associates
18 yearsExperience
3 statesRegistered in
$145.1MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Global Financial Private Capital, LLCApr 2013 to now
- Daniel Krug & AssociatesNov 2008 to now
- G.F. Investment Services, LLCMar 2013 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 3 states (FL, MI, TX).
Daniel Krug & Associates
Legal name: Daniel Krug & Associates, Inc.
$145.1MAssets managed
192Clients
2Advisers
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
- 5479035
- Firm CRD
- 298532