Daniel Tabash is a registered investment advisor, based in Saint Louis, MO, with 25 years of industry experience.
Location
11152 S Towne Square, Saint Louis, MO, 63123
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Daniel referees youth basketball and soccer games for the Catholic Youth Council. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Saxony Securities, INC.
January 2015 - Present · 11 yrs 3 mos
Saxony Securities, INC.Broker
January 2015 - Present · 11 yrs 3 mos
Saxony Capital Management, LLC
January 2015 - Present · 11 yrs 3 mos
Previous Registrations
Wells Fargo Advisors, LLC
September 2008 - August 2014 · 5 yrs 11 mos
Wells Fargo Advisors, LLCBroker
September 2008 - August 2014 · 5 yrs 11 mos
Edward Jones
May 2008 - August 2008 · 3 mos
Edward JonesBroker
July 2000 - August 2008 · 8 yrs 1 mo
State Registrations5 states
FLMAMONCTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.