Daniel
Baron
Daymark Wealth Partners, LLC
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About this Advisor
Daniel Baron is a financial advisor based in Southport, Connecticut, working with Daymark Wealth Partners, LLC. Daniel has previously held positions at Wells Fargo Clearing Services, LLC, Daymark Wealth Partners, LLC, Morgan Stanley Smith Barney, and Wells Fargo Advisors LLC. Daniel has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Connecticut. Currently, Daniel is part of Daymark Wealth Partners, LLC, which operates out of Southport, Connecticut. The firm has 3 offices and 26 employees. The firm manages assets totaling $2.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Daymark Wealth Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Daymark Wealth Partners, LLC Brokerage Details
$2,503,776,924
26
4,219
$593,453
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Daniel Baron Work History
Daymark Wealth Partners, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Morgan Stanley Smith Barney
Disclosures
Please visit the SEC profile of Daniel Baron to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Daymark Wealth Partners, LLC
Cincinnati, OH
Cincinnati, OH
Southport, CT
Cincinnati, OH
Westlake, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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