Daniel Neeley has been Vice President, S-Corp Shareholder of Harold W. Dance since May 2018, is a control person of the firm and directly owns between 25% and 50% of it. Daniel Neeley holds a Bachelor of Science in Accounting from Utah State University and a Master of Accounting from Utah State University.
Harold W. Dance Inc. is a Logan, UT firm with $158M under management, 306 clients and 8 advisers in one office, as of its August 2026 filing.
Daniel J. Neeley is Vice President of Harold Dance Investments and a shareholder of the firm. He joined the firm in 2008 to serve as a financial advisor, after a career in auditing with Deloitte.
- Harold Dance InvestmentsCurrent– present · 18 yearsLogan, UT · Adviser representative · Firm CRD 1582
Professional designations
Listed by Harold W. Dance
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
Investment adviser representative registrations
Daniel Neeley is registered as an investment adviser representative in 2 states. The first approvals date from June 2008; the most recent is Texas, in December 2024.
- TexasSince 10 December 2024
- UtahSince 24 June 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 30 December 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 August 2008 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 18 July 2008 |
| Series 65 | Uniform Investment Adviser Law Examination | 13 June 2008 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daniel Joseph Neeley
- CRD
- 5556337
- Firm
- Harold W. Dance · CRD 1582
- Role
- Vice President, S-Corp Shareholder
- Office
- 72 E CENTER STREET, Logan, UT 84321
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2008
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- harolddance.com
Where does Daniel Neeley work?
Daniel Neeley has been Vice President, S-Corp Shareholder of Harold W. Dance Inc. since May 2018, and is a control person of the firm.
Is Daniel Neeley a financial advisor?
Yes. Daniel Neeley has a current investment-adviser registration in Texas and Utah, through Harold W. Dance since June 2008.
How many years of experience does Daniel Neeley have?
Daniel Neeley has 18 years in the financial industry, since June 2008, across 1 adviser firm.
What exams has Daniel Neeley passed?
Daniel Neeley has passed 5 licensing exams: the Series 65, Series 6, Series 63, Series 26 and Series 99TO. The earliest, the Series 65, was passed in June 2008. FINRA credited Daniel Neeley with the SIE, which began in October 2018.
Where is Daniel Neeley based?
Daniel Neeley’s registered office is in Logan, UT.
Is Daniel Neeley registered with FINRA?
Yes. Daniel Neeley has a current broker registration, under CRD 5556337.
Source: FINRA BrokerCheck
How can I verify Daniel Neeley’s record?
Search CRD 5556337 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Daniel Neeley’s full registration record.