TrueAdvisor
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CFA
DS
CFA

Daniel Brant Segal

Linden Thomas Advisory Services, LLC
1 Year of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Linden Thomas Advisory Services, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,590 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$400K

Location

516 North Tryon Street, Suite 200, Charlotte, NC, 28202

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History

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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Employment History
Current Registrations
Linden Thomas Advisory Services, LLC
July 2024 - Present · 1 yr 7 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.