John Nikolas D'anna
Investment adviser representative at Haverford Financial Services, Inc.
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$366.4MFirm assets
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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.
- Portfolio management
Experience
16 years in the industry.
- Haverford Financial Services, Inc.Feb 2026 to now
- The Haverford Trust CompanyJan 2025 to now
- Hirtle CallaghanSep 2018 to Jan 2025
- Executive Monetary Management, LLCJul 2010 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
Haverford Financial Services, Inc.
$366.4MAssets managed
18Clients
18Advisers
22 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
- 5674341
- Firm CRD
- 130007