Daniel
Fay

Stadion Money Management, LLC

CRD#3233746
Investment Advisor
in North Andover, MA

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About this Advisor

Daniel Fay is a financial advisor based in North Andover, Massachusetts, working with Stadion Money Management, LLC. Daniel has previously held positions at Stadion Money Management, Financial Engines, Mml Distributors, LLC, and Massmutual Life Insurance Company. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts. Currently, Daniel is part of Stadion Money Management, LLC, which operates out of North Andover, Massachusetts. The firm has 42 employees and manages assets totaling $2.3 billion. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Stadion Money Management, LLC includes asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Others

Office Location

North Andover, MA

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Stadion Money Management, LLC Brokerage Details

Total Assets Under Management

$2,332,860,175

MA Average: $3,570,121,308
Total Number of Employees

42

MA Average: 58
Total Number of Accounts

50,984

MA Average: 1,608
Average Account Size

$45,757

MA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Daniel Fay Work History

2018 - Present (7 years)

Stadion Money Management

2015 - 2018 (3 years)

Financial Engines

2014 - 2015 (1 year)

Mml Distributors, LLC

2011 - 2015 (4 years)

Massmutual Life Insurance Company

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Disclosures

Please visit the SEC profile of Daniel Fay 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 Stadion Money Management, LLC

Matthew Lowell
Watkinsville, GA
Tyler Brewton
Watkinsville, GA
Michael Brooks
Watkinsville, GA
Brandon Cooper
Watkinsville, GA
Jason Hewell
Watkinsville, GA
Hazel Allen
Watkinsville, GA
Daniel Fay
North Andover, MA
Duane Bernt
Watkinsville, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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