Ethan William Daniels
Investment adviser representative at &partners
10 yearsExperience
1 stateRegistered in
$30.3BFirm assets
35 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 assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther
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
10 years in the industry.
- &partnersAug 2026 to now
- Commonwealth Financial NetworkFeb 2021 to Aug 2026
- Sbs Retirement ConsultantsFeb 2021 to Aug 2026
- Robinson & Ward P.COct 2020 to Feb 2021
- Beckley MechanicalMay 2020 to Oct 2020
- University of Nevada Las VegasAug 2019 to May 2020
- Beckley MechanicalMay 2019 to Aug 2019
- Utility Services of AlaskaMay 2018 to Nov 2018
- University of Alaska FairbanksAug 2017 to May 2019
- Fairbanks B.E.S.T ProgramAug 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (AK).
&partners
$30.3BAssets managed
62,194Clients
544Advisers
35 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
- 7335688
- Firm CRD
- 3767