Investment adviser representative · Integrated Advisors Wealth Management LLC
Daniel D. Ross
CRD 3130209 · Sacramento, CA
At a glance
Daniel D. Ross is an investment adviser representative with Integrated Advisors Wealth Management LLC in Sacramento, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Daniel’s SEC record dates to 2000, about 26 years ago. Designations on file: Certified Financial Planner, Personal Financial Specialist.
Current advisory firm
- Integrated Advisors Wealth Management LLCSince October 2026Sacramento, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- Certified Financial Planner, Personal Financial Specialist
- 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
- 4 firmsLocked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.