Daniel Reller has been an investment adviser representative at Pax Financial Group since June 2026, and is not listed among the firm’s executive officers or direct owners. Daniel Reller holds a Master of Business Administration from Carson-Newman University.
Pax Financial Group, LLC is a San Antonio, TX firm with $747M under management, 1,350 clients and 11 advisers across 3 offices, as of its June 2026 filing.
Daniel Reller is Financial Advisor of PAX Financial Group, based in San Antonio, Texas. He has more than a decade of experience spanning financial advising, consulting and accounting. He specializes in retirement planning and investment management for individuals and business owners.
Daniel Reller’s longest registration was 2 years at C & J Wealth Advisors (2022–2024). Before joining Pax Financial Group in 2026, Daniel Reller was registered through Northwestern Mutual Investment Services,llc and C & J Wealth Advisors.
- Pax Financial GroupCurrent– present · under a yearSan Antonio, TX · Adviser representative · Firm CRD 284164
- Northwestern Mutual Investment Services,llc– · 1 yearSan Antonio, TX · Adviser representative · Firm CRD 2881
- C & J Wealth Advisors– · 2 yearsKnoxville, TN · Adviser representative · Firm CRD 133293
Investment adviser representative registrations
Daniel Reller is registered as an investment adviser representative in Texas, since June 2026.
- TexasSince 26 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 10 March 2025 |
| Series 7TO | General Securities Representative Examination | 19 February 2025 |
| SIE | Securities Industry Essentials Examination | 13 November 2024 |
| Series 65 | Uniform Investment Adviser Law Examination | 28 January 2022 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daniel Stephen Reller
- CRD
- 7468093
- Firm
- Pax Financial Group · CRD 284164
- Office
- 270 NORTH LOOP 1604 EAST, SUITE 200, San Antonio, TX 78232
- Registration
- Investment adviser registration
- In the industry since
- October 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- paxfinancialgroup.com
Where does Daniel Reller work?
Daniel Reller is an investment adviser representative registered through Pax Financial Group, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Reller a financial advisor?
Yes. Daniel Reller has a current investment-adviser registration in Texas, through Pax Financial Group since June 2026.
How many years of experience does Daniel Reller have?
Daniel Reller has 4 years in the financial industry, since October 2022, across 3 adviser firms.
What exams has Daniel Reller passed?
Daniel Reller has passed 4 licensing exams: the Series 65, SIE, Series 7TO and Series 63. The earliest, the Series 65, was passed in January 2022.
Where did Daniel Reller work before Pax Financial Group?
Before Pax Financial Group, Daniel Reller was registered through Northwestern Mutual Investment Services,llc, March 2025 to June 2026; C & J Wealth Advisors, January 2022 to June 2024.
Where is Daniel Reller based?
Daniel Reller’s registered office is in San Antonio, TX.
Is Daniel Reller registered with FINRA?
No. Daniel Reller has no current broker registration.
How can I verify Daniel Reller’s record?
Search CRD 7468093 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Reller’s full registration record.
