Daniel Danese has been an investment adviser representative at Legacy Solutions since November 2022, and is not listed among the firm’s executive officers or direct owners. Daniel Danese holds a BS in Geology from West Chester University.
Legacy Solutions, LLC is a Kennett Square, PA firm with $244M under management, 249 clients and 3 advisers across 3 offices, as of its March 2026 filing.
Daniel Danese is Managing Partner of Legacy Solutions. Danese entered the financial services industry immediately after graduating from college and held planning, management and corporate executive roles before deciding in 2001 to change course, and established Legacy Solutions shortly thereafter.
Daniel Danese’s longest registration is the current one, 14 years at Lincoln Investment since 2012. Before joining Legacy Solutions in 2022, Daniel Danese was registered through Capital Analysts Incorporated and Princor Financial Services Corporation.
- Legacy Solutions, LLCCurrent– present · 3 yearsKennett Square, PA · Adviser representative · Firm CRD 323360
- Capital AnalystsAlso current– present · 14 yearsKennett Square, PA · Adviser representative · Firm CRD 162200
- Lincoln InvestmentAlso current– present · 14 yearsAdviser representative and broker · Firm CRD 519
- Capital Analysts Incorporated– · 5 yearsKennett Square, PA · Adviser representative · Firm CRD 5478
- Princor Financial Services Corporation– · 2 yearsKennett Square, PA · Adviser representative · Firm CRD 1137
Professional designations
Listed by Legacy Solutions
- CFP®
- CLU®
- RICP®
Investment adviser representative registrations
Daniel Danese is registered as an investment adviser representative in 2 states. Each was approved in June 2012.
- New JerseySince 1 June 2012
- PennsylvaniaSince 1 June 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 June 2002 |
| Series 24 | General Securities Principal Examination | 23 June 2001 |
| Series 7 | General Securities Representative Examination | 19 June 2001 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 5 August 1996 |
| Series 22 | Direct Participation Programs Representative Examination | 23 November 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 February 1986 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 July 1985 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Daniel Carmen Danese
- CRD
- 1370644
- Firm
- Legacy Solutions · CRD 323360
- Office
- 206 N UNION ST, Kennett Square, PA 19348
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 1986
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- legacysolutions.org
Where does Daniel Danese work?
Daniel Danese is an investment adviser representative registered through Legacy Solutions, LLC since November 2022, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Danese a financial advisor?
Yes. Daniel Danese has a current investment-adviser registration in New Jersey and Pennsylvania, through Legacy Solutions since November 2022.
How many years of experience does Daniel Danese have?
Daniel Danese has 40 years in the financial industry, since January 1986, across 5 adviser firms.
What exams has Daniel Danese passed?
Daniel Danese has passed 7 licensing exams: the Series 6, Series 63, Series 22, Series 26, Series 7, Series 24 and Series 66. The earliest, the Series 6, was passed in July 1985. FINRA credited Daniel Danese with the SIE, which began in October 2018.
Where did Daniel Danese work before Legacy Solutions?
Before Legacy Solutions, Daniel Danese was registered through Capital Analysts Incorporated, July 2006 to June 2012; Princor Financial Services Corporation, November 2002 to November 2004.
Where is Daniel Danese based?
Daniel Danese’s registered office is in Kennett Square, PA.
Is Daniel Danese registered with FINRA?
Yes. Daniel Danese has a current broker registration, under CRD 1370644.
Source: FINRA BrokerCheck
Is Daniel Danese a CFP?
Legacy Solutions lists Daniel Danese with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Daniel Danese’s record?
Search CRD 1370644 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Daniel Danese’s full registration record.
