Daniel Greenwood
Investment adviser representative at LPL Financial LLC
13 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
13 years in the industry.
- LPL Financial LLCApr 2025 to now
- Osaic Wealth, Inc.Oct 2024 to Apr 2025
- American Portfolios Financial ServicesFeb 2023 to Oct 2024
- Equitable Advisors, LLCNov 2021 to Feb 2023
- Monmouth UniversitySep 2020 to May 2024
- Ralph Lauren CorporationJul 2018 to Nov 2021
- Jackson Township Public School DistrictMay 2013 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 7495110
- Firm CRD
- 6413