Daniel Eric Kaufman
Investment adviser representative at Maslow Wealth Advisors
10 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$2.8BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Maslow Wealth AdvisorsJun 2022 to now
- Durbin Bennett Private Wealth Management dba Maslow WealthJan 2022 to now
- Staffing Solutions OrganizationMay 2020 to Jan 2022
- The ShopJan 2019 to Mar 2020
- Study Abroad ProgramAug 2018 to Dec 2018
- Binghamton UniversityJun 2016 to May 2020
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Maslow Wealth Advisors
Legal name: Durbin Bennett Private Wealth Management, LLC
$2.8BAssets managed
395Clients
19Advisers
25 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
- 7537411
- Firm CRD
- 107722