Executive Vice President · Emerald Advisers, LLC
Daniel W. Moyer
CRD 1018789 · Named on Form ADV at 5 SEC-registered advisers
At a glance
Emerald Advisers, LLC, an SEC-registered asset manager based in Leola, PA with $3.3 billion in regulatory assets, lists Daniel W. Moyer on its Form ADV as Executive Vice President, a control person. The SEC filings also name Daniel at 4 other registered advisers.
Firms and roles
- Emerald Advisers, LLCExecutive Vice PresidentAsset manager · Leola, PA · $3.3B in regulatory assets
- Emerald Investment Advisers, LLCTrusteeAsset manager · Leola, PA · $2.3B in regulatory assets
- Emerald Mutual Fund Advisers TrustExecutive Vice PresidentAsset manager · Leola, PA · $2.1B in regulatory assets
- AJO Vista, AN Emerald CompanyTrusteeAsset manager · Leola, PA · $29M in regulatory assets
- Emerald Separate Account Management LLCManaging DirectorPrivate fund adviser · Leola, PA · $21M 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 each firm
- 5 firmsLocked
- Control-person status
- 5 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Kenneth G. MertzChief Executive Officer, President and Director, Emerald Advisers, LLC
- Stacey L. SearsSenior Vice President and Director, Emerald Advisers, LLC
- James A. MeehanChief Compliance Officer, Emerald Advisers, LLC
- David A. VolpeManaging Director, Emerald Investment Advisers, LLC
- Scott L. RehrCEO, Board of Managers, AJO Vista, AN Emerald Company
1 more person named with Daniel on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething 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.