Investment adviser representative · Seven Post Investment Office LP
Daniel A. Fedder
CRD 6480208 · San Francisco, CA
At a glance
Daniel A. Fedder is an investment adviser representative with Seven Post Investment Office LP in San Francisco, CA, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Seven Post Investment Office LPSince October 2025San Francisco, CA · $9.6B in regulatory assets
SEC adviser record
- Registered since
- 2025
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Daniel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.