Daniel Conklin has been an investment adviser representative at Hunter Street Investment Advisors since September 2025, and is not listed among the firm’s executive officers or direct owners.
Hunter Street Investment Advisors LLC is an Apex, NC firm with $166M under management, 352 clients and 7 advisers in one office, as of its June 2026 filing.
Dan Conklin is Investment Advisor of Hunter Street Investment Advisors. He brings over 8 years of experience helping clients from individuals to business owners. He works with independent business owners on complex financial objectives and business transitions.
Daniel Conklin’s longest registration was 7 years at Edward Jones (2016–2023). Before joining Hunter Street Investment Advisors in 2025, Daniel Conklin was registered through Edward Jones.
- – present · 1 yearApex, NC · Adviser representative · Firm CRD 145334
- Edward Jones– · 7 yearsGarner, NC · Adviser representative · Firm CRD 250
Professional designations
Listed by Hunter Street Investment Advisors
- Certified Exit Planning Advisor (CEPA®)
- Accredited Asset Management Specialist (AAMS®)
Investment adviser representative registrations
Daniel Conklin is registered as an investment adviser representative in 2 states. Each was approved in September 2025.
- New YorkSince 12 September 2025
- North CarolinaSince 12 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 December 2015 |
| Series 7 | General Securities Representative Examination | 3 December 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Daniel Brian Conklin
- CRD
- 6556201
- Firm
- Hunter Street Investment Advisors · CRD 145334
- Office
- 56 HUNTER STREET, SUITE 210, Apex, NC 27502
- Registration
- Investment adviser registration
- In the industry since
- July 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hsiadvisors.net
Where does Daniel Conklin work?
Daniel Conklin is an investment adviser representative registered through Hunter Street Investment Advisors LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Conklin a financial advisor?
Yes. Daniel Conklin has a current investment-adviser registration in New York and North Carolina, through Hunter Street Investment Advisors since September 2025.
How many years of experience does Daniel Conklin have?
Daniel Conklin has 10 years in the financial industry, since July 2016, across 2 adviser firms.
What exams has Daniel Conklin passed?
Daniel Conklin has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2015. FINRA credited Daniel Conklin with the SIE, which began in October 2018.
Where did Daniel Conklin work before Hunter Street Investment Advisors?
Before Hunter Street Investment Advisors, Daniel Conklin was registered through Edward Jones, March 2016 to November 2023.
Where is Daniel Conklin based?
Daniel Conklin’s registered office is in Apex, NC.
Is Daniel Conklin registered with FINRA?
No. Daniel Conklin has no current broker registration.
How can I verify Daniel Conklin’s record?
Search CRD 6556201 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Conklin’s full registration record.
