Daniel DeWhitt has been an investment adviser representative at Waystone Advisors since March 2024, and is not listed among the firm’s executive officers or direct owners. Daniel DeWhitt studied at the University of Washington.
Waystone Advisors LLC is a firm with $179M under management, 306 clients and 4 advisers across 5 offices, as of its August 2026 filing.
Daniel DeWhitt is Lead Wealth Design Advisor of Waystone Advisors. He graduated from the University of Washington in 2009. Over the past decade he has been a college professor and the head of a non-profit organization before moving to Waystone Advisors.
- Waystone Advisors LLCCurrent– present · 2 yearsMonroe, WA · Adviser representative · Firm CRD 328565
Investment adviser representative registrations
Daniel DeWhitt is registered as an investment adviser representative in 2 states. The first approvals date from March 2024; the most recent is Texas, in October 2024.
- TexasSince 18 October 2024
- WashingtonSince 26 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 March 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daniel Alan DeWhitt
- CRD
- 7891416
- Firm
- Waystone Advisors · CRD 328565
- Office
- Monroe, WA
- Registration
- Investment adviser registration
- In the industry since
- March 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- waystoneadvisors.com
Where does Daniel DeWhitt work?
Daniel DeWhitt is an investment adviser representative registered through Waystone Advisors LLC since March 2024, and is not listed among the firm’s executive officers or direct owners.
Is Daniel DeWhitt a financial advisor?
Yes. Daniel DeWhitt has a current investment-adviser registration in Texas and Washington, through Waystone Advisors since March 2024.
How many years of experience does Daniel DeWhitt have?
Daniel DeWhitt has 2 years in the financial industry, since March 2024, across 1 adviser firm.
What exams has Daniel DeWhitt passed?
Daniel DeWhitt passed the Series 65 in March 2024.
Where is Daniel DeWhitt based?
Daniel DeWhitt’s registered office is in Monroe, WA.
Is Daniel DeWhitt registered with FINRA?
No. Daniel DeWhitt has no current broker registration.
How can I verify Daniel DeWhitt’s record?
Search CRD 7891416 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel DeWhitt’s full registration record.
