Daniel William Clifford
Investment adviser representative at White Knight Strategic Wealth Advisors, LLC
14 yearsExperience
1 stateRegistered in
$207.4MFirm assets
7 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- White Knight Strategic Wealth Advisors, LLCJul 2019 to now
- Ameriprise Financial Services, Inc.Aug 2012 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (NJ).
White Knight Strategic Wealth Advisors, LLC
$207.4MAssets managed
196Clients
7Advisers
7 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
- 6112047
- Firm CRD
- 302098