Dane Ashley Coyle
Investment adviser representative at Fiduciary Financial Advisors
18 yearsExperience
1 stateRegistered in
$1.3BFirm assets
5 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
18 years in the industry.
- Fiduciary Financial AdvisorsJun 2025 to now
- Sacramento CountyFeb 2025 to now
- Self EmployedJul 2024 to Feb 2025
- Brown and CaldwellAug 2023 to Jul 2024
- State of CaliforniaJun 2020 to Aug 2023
- Sacramento CountySep 2008 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Fiduciary Financial Advisors
$1.3BAssets managed
2,183Clients
50Advisers
5 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
- 8110776
- Firm CRD
- 172103