Daniel Seltzer has been President/CCO of Arrow Wealth Advisors since April 2014, is a control person of the firm and directly owns 75% or more of it. Daniel Seltzer holds a Master of Science in Financial Planning from Bentley University and a B.S.B.A in Finance from Oklahoma State University.
Arrow Wealth Advisors, Inc. is a Lynchburg, VA firm with $121M under management, 198 clients and 2 advisers across 3 offices, as of its August 2026 filing.
Daniel L. Seltzer is President & Wealth Advisor of Arrow Wealth Advisors, based in San Antonio, TX. He works with clients through a three-step approach that begins with a personalized Life Map. Before college, he served in the United States Army.
Daniel Seltzer’s longest registration is the current one, 8 years at Arrow Wealth Advisors since 2017. Before joining Arrow Wealth Advisors in 2017, Daniel Seltzer was registered through US Financial Advisors, LLC and LPL Financial LLC.
- US Financial Advisors, LLC– · 5 yearsSan Antonio, TX · Adviser representative · Firm CRD 108763
- LPL Financial LLC– · 1 yearSan Antonio, TX · Adviser representative · Firm CRD 6413
Professional designations
Listed by Arrow Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Daniel Seltzer is registered as an investment adviser representative in 2 states. The first approvals date from December 2017; the most recent is Virginia, in July 2026.
- TexasSince 7 December 2017
- VirginiaSince 29 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 12 October 2011 |
| Series 7 | General Securities Representative Examination | 2 September 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Daniel Lee Seltzer
- CRD
- 5962042
- Firm
- Arrow Wealth Advisors · CRD 290853
- Role
- President/CCO
- Registration
- Investment adviser registration
- In the industry since
- September 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- arrowwealthadvisors.com
Where does Daniel Seltzer work?
Daniel Seltzer has been President/CCO of Arrow Wealth Advisors, Inc. since April 2014, and is a control person of the firm.
Is Daniel Seltzer a financial advisor?
Yes. Daniel Seltzer has a current investment-adviser registration in Texas and Virginia, through Arrow Wealth Advisors since December 2017.
How many years of experience does Daniel Seltzer have?
Daniel Seltzer has 15 years in the financial industry, since September 2011, across 3 adviser firms.
What exams has Daniel Seltzer passed?
Daniel Seltzer has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2011. FINRA credited Daniel Seltzer with the SIE, which began in October 2018.
Where did Daniel Seltzer work before Arrow Wealth Advisors?
Before Arrow Wealth Advisors, Daniel Seltzer was registered through US Financial Advisors, LLC, January 2012 to November 2017; LPL Financial LLC, October 2011 to March 2013.
Is Daniel Seltzer registered with FINRA?
No. Daniel Seltzer has no current broker registration.
Is Daniel Seltzer a CFP?
Arrow Wealth Advisors lists Daniel Seltzer with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Daniel L. Seltzer biography, arrowwealthadvisors.com
How can I verify Daniel Seltzer’s record?
Search CRD 5962042 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Seltzer’s full registration record.