Daniel Lovett has been Managing Member/Chief Compliance Officer of Lovett Investment Consulting since January 2007, is a control person of the firm and directly owns 75% or more of it.
Lovett Investment Consulting LLC is a firm with $220M under management, 32 clients and 1 adviser in one office, as of its March 2026 filing.
- – present · 19 yearsSteamboat Springs, CO · Adviser representative · Firm CRD 143178
Investment adviser representative registrations
Daniel Lovett is registered as an investment adviser representative in Colorado, since May 2007.
- ColoradoSince 2 May 2007
Examinations
No examinations are on Daniel Lovett’s record.
- Full name
- Daniel Clay Lovett
- CRD
- 5287186
- Firm
- Lovett Investment Consulting · CRD 143178
- Role
- Managing Member/Chief Compliance Officer
- Office
- Steamboat Springs, CO
- Registration
- Investment adviser registration
- In the industry since
- May 2007
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Lovett work?
Daniel Lovett has been Managing Member/Chief Compliance Officer of Lovett Investment Consulting LLC since January 2007, and is a control person of the firm.
Is Daniel Lovett a financial advisor?
Yes. Daniel Lovett has a current investment-adviser registration in Colorado, through Lovett Investment Consulting since May 2007.
How many years of experience does Daniel Lovett have?
Daniel Lovett has 19 years in the financial industry, since May 2007, across 1 adviser firm.
Where is Daniel Lovett based?
Daniel Lovett’s registered office is in Steamboat Springs, CO.
Is Daniel Lovett registered with FINRA?
No. Daniel Lovett has no current broker registration.
How can I verify Daniel Lovett’s record?
Search CRD 5287186 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Lovett’s full registration record.