Daniel Spencer Pereira
Investment adviser representative at Hwa Financial Group
8 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$295.3MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Hwa Financial GroupNov 2023 to now
- Ses Inc.Aug 2023 to Oct 2023
- Seia LLCJun 2023 to Oct 2023
- Royal Alliance Associates, Inc.Jun 2023 to Aug 2023
- Wms Partners, LLCFeb 2022 to Apr 2023
- Bank of America, N.A.Sep 2015 to Feb 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2015 to Feb 2022
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 4 states (MD, NH, TX, VA).
Hwa Financial Group
Legal name: Huber, Weakland & Associates, Inc.
$295.3MAssets managed
174Clients
3Advisers
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
- 6265851
- Firm CRD
- 120745