Daniel
Larsen

Suntrust Advisory Services, Inc

CRD#4858086
Investment Advisor
in Boston, MA

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About this Advisor

Daniel Larsen is a financial advisor located in Boston, Massachusetts. Currently a registered investment advisor at Suntrust Advisory Services, Inc, they have accumulated 11 years of experience in the financial advisory industry. Larsen has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Larsen is able to serve investors based out of Massachusetts. Throughout their career, they have worked at Jpmorgan Chase Bank, Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, J.P. Morgan Securities LLC, Ubs Financial Services Inc, Girard Partners, LTD, Univest Investments, Inc, Raymond James & Associates, Suntrust Bank, Suntrust Investment Services, Inc and Suntrust Advisory Services, Inc. Suntrust Advisory Services, Inc is headquartered in Boston, Massachusetts, and has 1,955 additional locations in the country. As a company, Suntrust Advisory Services, Inc oversees $23 billion in assets throughout 49,062 client accounts and employs more than 1,571 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the United States. The firm manages 40,612 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 17% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Suntrust Advisory Services, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. The firm's fees may include asset-based and hourly fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

Yes

Office Location

125 Summer Street 17Th Floor Md
Boston, MA 02110

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Suntrust Advisory Services, Inc Brokerage Details

Total Assets Under Management

$22,677,903,647

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

1,571

MA Average: 58
Total Number of Accounts

49,062

MA Average: 1,608
Average Account Size

$462,229

MA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Daniel Larsen Work History

Daniel has 12 years of experience.

2019 - Present (1 year)

Suntrust Bank

2019 - Present (1 year)

Suntrust Investment Services, Inc

2019 - Present (1 year)

Suntrust Advisory Services, Inc

2017 - 2019 (2 years)

Raymond James & Associates

2016 - 2017 (1 year)

Girard Partners, LTD

2016 - 2017 (1 year)

Univest Investments, Inc

2015 - 2016 (1 year)

Ubs Financial Services Inc

2011 - 2015 (4 years)

Jpmorgan Chase Bank

2011 - 2015 (4 years)

J.P. Morgan Securities LLC

2009 - 2011 (2 years)

Morgan Stanley Smith Barney

2008 - 2011 (3 years)

Morgan Stanley & Co., Inc

Disclosures

Daniel Larsen has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Suntrust Advisory Services, Inc

Stefan Mayerschoff
Brooksville, FL
Norman Watters
Williamsburg, VA
Lilliam Araque
Boca Raton, FL
Joseph Schroeder
Deltona, FL
Sean Mcpherson
Atlanta, GA
Adam Smotherman
Nashville, TN
Garrett Davis
Jupiter, FL
Laura Fitzpatrick
Mc Lean, VA

This content was compiled from the SEC and FINRA.

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