Daniel Auble
Investment adviser representative at Symphony Financial Services, Inc.
10 yearsExperience
1 stateRegistered in
$428.7MFirm assets
22 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Symphony Financial Services, Inc.Jun 2026 to now
- LPL FinancialJun 2026 to now
- Key Investment Services, LLCJul 2020 to Jun 2026
- KeybankJul 2020 to Apr 2023
- Capital UniversityJan 2017 to Jul 2020
- City of BrecksvilleMay 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (OH).
Symphony Financial Services, Inc.
$428.7MAssets managed
641Clients
10Advisers
22 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
- 7445583
- Firm CRD
- 125058