Daniel Horowitz has been an investment adviser representative at Shelter Wealth Strategies since February 2026, and is not listed among the firm’s executive officers or direct owners.
Shelter Wealth Strategies, LLC is a Houston, TX firm with $144M under management, 38 clients and 8 advisers across 5 offices, as of its June 2026 filing.
- – present · under a yearHouston, TX · Adviser representative · Firm CRD 170655
Investment adviser representative registrations
Daniel Horowitz is registered as an investment adviser representative in Texas, since February 2026.
- TexasSince 17 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 January 2026 |
| SIE | Securities Industry Essentials Examination | 29 June 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Daniel David Horowitz
- CRD
- 8220567
- Firm
- Shelter Wealth Strategies · CRD 170655
- Office
- 2100 Travis Street, #280, Houston, TX 77002
- Registration
- Investment adviser registration
- In the industry since
- February 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Horowitz work?
Daniel Horowitz is an investment adviser representative registered through Shelter Wealth Strategies, LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Horowitz a financial advisor?
Yes. Daniel Horowitz has a current investment-adviser registration in Texas, through Shelter Wealth Strategies since February 2026.
How many years of experience does Daniel Horowitz have?
Daniel Horowitz has 0 years in the financial industry, since February 2026, across 1 adviser firm.
What exams has Daniel Horowitz passed?
Daniel Horowitz has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in June 2025.
Where is Daniel Horowitz based?
Daniel Horowitz’s registered office is in Houston, TX.
Is Daniel Horowitz registered with FINRA?
No. Daniel Horowitz has no current broker registration.
How can I verify Daniel Horowitz’s record?
Search CRD 8220567 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Horowitz’s full registration record.