Daniel Vincent Klusty
Investment adviser representative at Oneseven
11 yearsExperience
1 stateRegistered in
$7.7BFirm assets
10 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- OnesevenJul 2025 to now
- One SevenJul 2025 to now
- Shelton Capital ManagementJun 2023 to May 2025
- Roundtable On the SquareFeb 2022 to May 2023
- University of MississippiJun 2021 to Jan 2022
- Callahan FinancialMay 2020 to Jun 2021
- University of MississippiAug 2019 to May 2020
- Klusty Sign AssociatesJun 2019 to Aug 2019
- March First BrewingNov 2017 to Aug 2019
- St. Xavier High SchoolAug 2015 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
Oneseven
Legal name: Mgo One Seven LLC
$7.7BAssets managed
16,335Clients
113Advisers
10 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
- 7256960
- Firm CRD
- 283087