Daniel Joseph Rivet
Investment adviser representative at The Foundry Financial Group, Inc.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$284.2MFirm 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
13 years in the industry.
- The Foundry Financial Group, Inc.Jun 2017 to now
- Cambridge Investment Research Advisors, Inc.May 2018 to Oct 2023
- Cambridge Investment Research, Inc.Jan 2018 to May 2020
- Putnam InvestmentsJun 2016 to Dec 2016
- University of New HampshireSep 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (NH, TX).
The Foundry Financial Group, Inc.
$284.2MAssets managed
296Clients
7Advisers
2 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
- 6817858
- Firm CRD
- 116823