DanielChen- Financial Advisor Eatontown, NJ

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About Daniel Chen

Assisting clients in understanding where they are today can be critical in setting attainable financial and personal goals for the future. We are a fee based "Wealth Management" firm that takes a comprehensive approach to clarifying and organizing our client's financial affairs. We provide ongoing education and insight to navigating the complexities of growing and maintaining "Wealth" while our clients benefit from a more balanced life. Our pledge is to provide quality information so that individuals may make sound choices about their financial future. Ultimately, our greatest impact may be the confidence that comes with working with an Adviser that will educate his clients in the options that are available,and implement those strategies in simple and easy to understand terms.

See Disclosures

General Information

Firm Start Year

1998

No. of Employees

CRD#

1183323

Insurance License#

9943468

Name of Broker/Dealer

Cetera Advisors LLC

Name of Custodial Firm

Fidelity, Assetmark Trust, TD Ameritrade

States Licensed in

All States as an RIA

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Pension Plans, Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

Wealth Management, Money Management, Financial Planning for Individuals, Tax Advice and Services, Portfolio Management, Financial Advice & Consulting

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Qualifications & Membership

Securities Licenses

Series 6, Series 7, Series 24, Series 63, Investment Advisor Representative

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability

Financial Organization Memberships

Financial Planning Association (FPA)

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$40mm

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$40mm

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

500k

Compensation Methods

Flat Fee, Based on Assets, Hourly

Fee % Based on Assets

1.0%-1.50%

Hourly Rate

$300

Flat Fee Rate

$2000

Additional Details on Charges

Initial consultation will determine which service is most appropriate for a client.

Education

BS - Psycology

Monmouth University
September 1975 -June 1979

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1864794/paladinregistry-DC-Strategies,-Integrated-Wealth-Mgt.-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Daniel Chen

DC Strategies, Integrated Wealth Mgt.