Daniel Alexander Griego
Investment adviser representative at Success Wealth Management LLC
26 yearsExperience
1 stateRegistered in
$110.5MFirm assets
2 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Success Wealth Management LLCJun 2022 to now
- U.S. Army ReserveJul 2017 to now
- American Senior Benefits of TexasOct 2016 to now
- Texas Army National GuardDec 2000 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Success Wealth Management LLC
$110.5MAssets managed
821Clients
15Advisers
2 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
- 7588461
- Firm CRD
- 299094