Daniel Grix has been an investment adviser representative at Success Wealth Management since July 2024, and is not listed among the firm’s executive officers or direct owners.
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.
- – present · 2 yearsTraverse City, MI · Adviser representative · Firm CRD 299094
Investment adviser representative registrations
Daniel Grix is registered as an investment adviser representative in Michigan, since July 2024.
- MichiganSince 8 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 July 2024 |
| SIE | Securities Industry Essentials Examination | 23 October 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Daniel Michael Grix
- CRD
- 7951915
- Firm
- Success Wealth Management · CRD 299094
- Office
- 2062 N US-31S, Traverse City, MI 49685
- Registration
- Investment adviser registration
- In the industry since
- July 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Grix work?
Daniel Grix is an investment adviser representative registered through Success Wealth Management LLC since July 2024, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Grix a financial advisor?
Yes. Daniel Grix has a current investment-adviser registration in Michigan, through Success Wealth Management since July 2024.
How many years of experience does Daniel Grix have?
Daniel Grix has 2 years in the financial industry, since July 2024, across 1 adviser firm.
What exams has Daniel Grix passed?
Daniel Grix has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in October 2021.
Where is Daniel Grix based?
Daniel Grix’s registered office is in Traverse City, MI.
Is Daniel Grix registered with FINRA?
No. Daniel Grix has no current broker registration.
How can I verify Daniel Grix’s record?
Search CRD 7951915 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Grix’s full registration record.
