Daniel James Lester
Investment adviser representative at Sagebroadview Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$397.2MFirm 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
Experience
10 years in the industry.
- Sagebroadview Wealth Management, LLCJun 2020 to now
- Sagebroadview Wealth Management, LLCMay 2019 to May 2020
- Barnum Financial GroupJun 2018 to Jul 2018
- Farmington Amateur Athletic ClubJun 2017 to Aug 2017
- Bentley UniversityAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CT, NJ).
Sagebroadview Wealth Management, LLC
$397.2MAssets managed
148Clients
6Advisers
11 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
- 7264333
- Firm CRD
- 126472