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Daniel Brian Conklin

Investment adviser representative at Hunter Street Investment Advisors LLC
11 yearsExperience
2 statesRegistered in
$166.4MFirm assets
1 yearFirm 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 assetsHourly

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Hunter Street Investment Advisors LLCOct 2023 to now
  2. Edward JonesSep 2015 to Oct 2023

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 2 states (NC, NY).

Hunter Street Investment Advisors LLC

$166.4MAssets managed
352Clients
7Advisers
1 yearIn 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
6556201
Firm CRD
145334
Advisor's SEC record (opens in a new tab)
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