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Chief Compliance Officer · Duncker Streett & Co.

Terry A. Daniels

CRD 2612407 · Named on Form ADV at one SEC-registered adviser

At a glance

Duncker Streett & Co., an SEC-registered wealth manager based in St. Louis, MO with $707 million in regulatory assets, lists Terry A. Daniels on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • Duncker Streett & Co.Chief Compliance OfficerWealth manager · St. Louis, MO · $707M in regulatory assets

AtlasMembers

Terry’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
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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 Terry’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.