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President/chief Executive Officer/chief Compliance Officer · Parkshore Wealth Management

Daniel C. Andersen

CRD 5826910 · Named on Form ADV at one SEC-registered adviser

At a glance

Parkshore Wealth Management, an SEC-registered wealth manager based in Granite Bay, CA with $518 million in regulatory assets, lists Daniel C. Andersen on its Form ADV as President/chief Executive Officer/chief Compliance Officer, a control person.

Firms and roles

  • Parkshore Wealth ManagementPresident/chief Executive Officer/chief Compliance OfficerWealth manager · Granite Bay, CA · $518M in regulatory assets

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.