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RIA / WealthAdvisor13 years in industry

DANIEL P VASS

Advisor at VASS FINANCIAL STRATEGIES

LAFAYETTE HILL, PA

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Search this name across graphsid dfx:ria:abb3e142-8598-bd24-7442-e52ab8e2f632

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 15, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VASS FINANCIAL STRATEGIES
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 13, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Apr 13, 2013
First registration: Apr 15, 2013
Dual registered: no
IAPD individual key: 6119594

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VASS FINANCIAL STRATEGIES	State registered	Aug 24, 2015	n/a	yes	LAFAYETTE HILL, PA	Current employment
MYCIO WEALTH PARTNERS, LLC	Independent wealth	May 20, 2015	Aug 28, 2015	no	PHILADELPHIA, PA	Previous registration
RZ WEALTH	Former SEC adviser	Sep 9, 2014	Aug 11, 2015	no	WAYNE, PA	Previous registration
WFG ADVISORS, LP	Former SEC adviser	Apr 15, 2013	May 6, 2015	no	WAYNE, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MYCIO WEALTH PARTNERS, LLC	VASS FINANCIAL STRATEGIES	Aug 28, 2015	Aug 24, 2015	-4	Firm change	Other
RZ WEALTH	MYCIO WEALTH PARTNERS, LLC	Aug 11, 2015	May 20, 2015	-83	Firm change after gap	Other
WFG ADVISORS, LP	RZ WEALTH	May 6, 2015	Sep 9, 2014	-239	Firm change after gap	Other

Relationships

Registered with (4)

→ VASS FINANCIAL STRATEGIESRegistered adviserregistration: current employment
Aug 24, 2015 to presentfactForm ADV
→ MYCIO WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
May 20, 2015 to Aug 28, 2015factForm ADV
→ RZ WEALTHRegistered adviserregistration: previous registration
Sep 9, 2014 to Aug 11, 2015factForm ADV
→ WFG ADVISORS, LPRegistered adviserregistration: previous registration
Apr 15, 2013 to May 6, 2015factForm ADV

Dated events

No dated event names this entity yet.