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Daniel Michael Clifton

Investment adviser representative at Strategas Asset Management, LLC
18 yearsExperience
1 stateRegistered in
$458.4MFirm assets
8 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 assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

18 years in the industry.

  1. Strategas Asset Management, LLCSep 2016 to now
  2. Strategas Securities LLC dba Strategas Research Partners,LLCSep 2008 to now

Exams passed

  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 1 state (DC).

Strategas Asset Management, LLC

$458.4MAssets managed
15Clients
6Advisers
8 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
5669502
Firm CRD
172000
Advisor's SEC record (opens in a new tab)
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