Daniel Griego has been an investment adviser representative at Success Wealth Management since June 2022, and is not listed among the firm’s executive officers or direct owners. Daniel Griego holds a Bachelor of Arts in English from Texas State University and a Master of Arts from National University.
Success Wealth Management LLC is a Wexford, PA firm with $110M under management, 821 clients and 15 advisers across 15 offices, as of its September 2026 filing.
Daniel Griego is an Investment Adviser Representative of Success Wealth Management, based in Austin, Texas. He moved into financial services after years in insurance. Griego is a veteran of the Army with more than 20 years of service.
- – present · 4 yearsCedar Park, TX · Adviser representative · Firm CRD 299094
Investment adviser representative registrations
Daniel Griego is registered as an investment adviser representative in Texas, since June 2022.
- TexasSince 28 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 June 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daniel Alexander Griego
- CRD
- 7588461
- Firm
- Success Wealth Management · CRD 299094
- Office
- 1101 Arrow Pont Dr, Suite 301, Cedar Park, TX 78613
- Registration
- Investment adviser registration
- In the industry since
- June 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- successwealth.org
Where does Daniel Griego work?
Daniel Griego is an investment adviser representative registered through Success Wealth Management LLC since June 2022, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Griego a financial advisor?
Yes. Daniel Griego has a current investment-adviser registration in Texas, through Success Wealth Management since June 2022.
How many years of experience does Daniel Griego have?
Daniel Griego has 4 years in the financial industry, since June 2022, across 1 adviser firm.
What exams has Daniel Griego passed?
Daniel Griego passed the Series 65 in June 2022.
Where is Daniel Griego based?
Daniel Griego’s registered office is in Cedar Park, TX.
Is Daniel Griego registered with FINRA?
No. Daniel Griego has no current broker registration.
How can I verify Daniel Griego’s record?
Search CRD 7588461 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Griego’s full registration record.
