DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Daniel Lee Seltzer
Certified Financial Planner
Feed of 09/14/2026
Also filed as Daniel Seltzer
At current firm
8 y
since Dec 7, 2017
In the industry
15 y
since Sep 1, 2011 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Arrow Wealth Advisors independent RIA currentsince Dec 7, 2017 · San Antonio, Tx
- U.S. Financial Advisors formerJan 20, 2012 to Nov 30, 2017 · San Antonio, Tx
- LPL Financial LLC BD affiliatedOct 13, 2011 to Mar 27, 2013 · San Antonio, Tx
Moves
a registration end followed by a registration begin elsewhere
- U.S. Financial Advisors to Arrow Wealth Advisorsleft Nov 30, 2017, registered Dec 7, 2017 (7 days) · Other
- LPL Financial LLC to U.S. Financial Advisorsleft Mar 27, 2013, registered Jan 20, 2012 (-432 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address