Suntrust Advisory Services, Inc
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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
Years of Experience
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Suntrust Advisory Services, Inc Brokerage Details
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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
Daniel Larsen Work History
Daniel has 12 years of experience.
Suntrust Investment Services, Inc
Suntrust Advisory Services, Inc
Raymond James & Associates
Girard Partners, LTD
Univest Investments, Inc
Ubs Financial Services Inc
Jpmorgan Chase Bank
J.P. Morgan Securities LLC
Morgan Stanley Smith Barney
Morgan Stanley & Co., Inc
Daniel Larsen has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Suntrust Advisory Services, Inc
Boca Raton, FL
Mc Lean, VA