Daniel Zundel has been Managing Member of Coign Capital Advisors since October 2022, is not listed as a control person, but directly owns between 10% and 25% of the firm.
Coign Capital Advisors LLC is a Draper, UT firm with $473M under management, 466 clients and 6 advisers in one office, as of its February 2026 filing.
- Coign Capital Advisors LLCCurrent– present · 8 yearsDraper, UT · Adviser representative · Firm CRD 171306
Investment adviser representative registrations
Daniel Zundel is registered as an investment adviser representative in Utah, since June 2018.
- UtahSince 1 June 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 May 2018 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 6962967
- Firm
- Coign Capital Advisors · CRD 171306
- Role
- Managing Member
- Office
- 12012 S. 700 E. Suite #100, Draper, UT 84020
- Registration
- Investment adviser registration
- In the industry since
- May 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Zundel work?
Daniel Zundel has been Managing Member of Coign Capital Advisors LLC since October 2022.
Is Daniel Zundel a financial advisor?
Yes. Daniel Zundel has a current investment-adviser registration in Utah, through Coign Capital Advisors since June 2018.
How many years of experience does Daniel Zundel have?
Daniel Zundel has 8 years in the financial industry, since May 2018, across 1 adviser firm.
What exams has Daniel Zundel passed?
Daniel Zundel passed the Series 65 in May 2018.
Where is Daniel Zundel based?
Daniel Zundel’s registered office is in Draper, UT.
Is Daniel Zundel registered with FINRA?
No. Daniel Zundel has no current broker registration.
How can I verify Daniel Zundel’s record?
Search CRD 6962967 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Zundel’s full registration record.
