Daniel Joshua Chase
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
16 yearsExperience
1 stateRegistered in
$138.7BFirm assets
21 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 feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
16 years in the industry.
- Cambridge Investment Research Advisors, Inc.Nov 2025 to now
- Cambridge Investment Research, Inc.Nov 2025 to now
- Cutting To the Chase LLCMar 2016 to now
- Cambridge Investment Research Advisors, Inc.Jan 2025 to Sep 2025
- Cambridge Investment Research, Inc.Jan 2025 to Sep 2025
- Equity Concepts, Inc.Jan 2025 to Sep 2025
- Cetera Investment Advisers LLCOct 2024 to Dec 2024
- Cetera Advisor Networks LLCJun 2024 to Dec 2024
- Liberty University Center for Financial LiteracyAug 2023 to Jun 2024
- Covenant Wealth ManagementJun 2023 to Jul 2023
- Performance Food GroupMay 2021 to Aug 2021
- Liberty UniversityAug 2020 to May 2024
- Nature's Way Landscaping Inc.Apr 2020 to Jul 2020
- Grant Brothers LandscapingAug 2019 to Feb 2020
- Chesterfield County Public SchoolSep 2009 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (VA).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 7740466
- Firm CRD
- 134139