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Daniel Jakobovits

Daniel Jakobovits

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Type: RIA

Financial advocate (Fiduciary) for my clients for over 7 years. Serving as a retirement plan specialist providing § 3(38) investment management services for company sponsored retirement plans.

Funds Used With Clients

Advisor Timeline

No timeline events available.
Dalton Financial LLC 1 year, 3 months Aug 2014 - Present
Millennium Investment and Retirement Advisors, LLC 7 years, 2 months Jun 2007 - Aug 2014
Strategic Search, Inc. 4 years, 4 months Feb 2003 - Jun 2007
ExamSeriesPassed Date
Uniform Investment Adviser Law ExaminationSeries 65 05/08/2007

Answers and Articles

Level 1 Level 1 Contributor 0 Answers and 0 Financial Articles

Top Answers

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Top Articles

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*Answers and articles are provided without compensation.

Advisor Information

Advisor Client Types

Pension and Profit Sharing Plans

*The Client Types data displayed has been entered by the advisor and has not been verified.

Licenses and Conduct

License Status

1 Criminal Disclosure

1 Financial Disclosure

As of Date
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.

Advisor Compensation Arrangements

Fee Only

This advisor has certified that they are compensated solely by their clients, and do not accept commissions or compensation of any kind based on the products they recommend.

Types of Compensation Arrangements