Daniel Anthony Pennant
Investment adviser representative at First Command Advisory Services
10 yearsExperience
1 stateRegistered in
$24.4BFirm assets
21 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- First Command Advisory Services, IncJul 2026 to now
- First Command Brokerage Services, IncJul 2026 to now
- First Command Insurance Services, IncJul 2026 to now
- Bank of America, N.A.Sep 2024 to Jun 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2024 to Jun 2026
- Dialogue DirectMay 2024 to Jun 2024
- SabatticalNov 2023 to May 2024
- LPL Financial, LLCJan 2022 to Nov 2023
- Pence Financial GroupDec 2021 to Sep 2023
- Tidewater Community CollegeSep 2021 to Feb 2022
- Bank of America, N.A.Dec 2018 to Dec 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2018 to Dec 2021
- Doma TechnologiesApr 2018 to Nov 2018
- Pra GroupFeb 2018 to Apr 2018
- Dominion EnterprisesNov 2017 to Feb 2018
- UnemployedJun 2017 to Nov 2017
- Exact DataMay 2017 to Jun 2017
- StericycleFeb 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (VA).
First Command Advisory Services
$24.4BAssets managed
113,591Clients
1,027Advisers
21 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
- 7043334
- Firm CRD
- 281958