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Managing Member · Joss Brown Wealth Advisors

Daniel D. Joss

CRD 4530542 · Named on Form ADV at one SEC-registered adviser

At a glance

Joss Brown Wealth Advisors, an SEC-registered wealth manager based in Williamsburg, VA with $162 million in regulatory assets, lists Daniel D. Joss on its Form ADV as Managing Member, a control person.

Firms and roles

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

  • Katherine L. BrownManaging Member and Chief Compliance Officer, Joss Brown Wealth Advisors

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.