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Daniel Jakobovits

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Type: RIA

Daniel Jakobovits is a financial professional at Dalton Financial LLC, a $19M RIA based in Charlotte, NC. Daniel has held an industry securities registration for 5 years and is subject to SEC oversight.

Funds Used With Clients

No advisor funds listed.

Advisor Timeline

No timeline events available.
Dalton Financial LLC 11 months, 1 week 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 Guides

0 Answers and 0 Financial Guides

Top Answers

Daniel Jakobovits has not answered any questions on Financial Q&A.

Top Guides

Daniel Jakobovits has not contributed any Financial Guides.
*Answers and guides are provided without compensation.

Firm Client Types

High Net Worth Individuals

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

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.

Firm Compensation Arrangements

Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees