Daniel Harrison Stringfellow
Investment adviser representative at Vestgen Advisors, LLC
11 yearsExperience
1 stateRegistered in
$6.7BFirm assets
4 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
11 years in the industry.
- Private Client ServicesDec 2025 to now
- Vestgen Advisors, LLCMay 2025 to now
- Starterbox StudiosAug 2024 to now
- Rothchild Investment LLCOct 2024 to May 2025
- UnemployedDec 2023 to Jul 2024
- UpshowMay 2022 to Nov 2023
- Genesis, IncAug 2021 to May 2022
- Dhs Golf LLCJul 2015 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
Vestgen Advisors, LLC
$6.7BAssets managed
22,790Clients
58Advisers
4 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
- 7999504
- Firm CRD
- 318657