Eric Daniel has been Vice President, CCO of Daniel Investment Group since September 2025, is a control person of the firm and directly owns between 50% and 75% of it.
Daniel Investment Group Inc. is a Royal Oak, MI firm with $210M under management, 214 clients and 3 advisers in one office, as of its April 2026 filing.
Eric Daniel is Chief Compliance Officer of Daniel Investment Group, based in Royal Oak, Michigan; the page titles him CCO. He has over 31 years of experience in financial services, including 29 years with the firm. His role spans client relationships, investment planning, comprehensive financial strategy and firm-wide compliance oversight.
Eric Daniel’s longest registration was 15 years at Commonwealth Financial Network (2010–2025). Before joining Daniel Investment Group in 2025, Eric Daniel was registered through Commonwealth Financial Network.
- Daniel Investment Group Inc.Current– present · under a yearRoyal Oak, MI · Adviser representative · Firm CRD 338851
- Commonwealth Financial Network– · 15 yearsRoyal Oak, MI · Adviser representative · Firm CRD 8032
Investment adviser representative registrations
Eric Daniel is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in December 2025.
- MichiganSince 18 December 2025
- TexasResidentSince 18 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 19 October 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 June 1996 |
| Series 7 | General Securities Representative Examination | 17 June 1996 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Eric James Daniel
- CRD
- 2726758
- Firm
- Daniel Investment Group · CRD 338851
- Role
- Vice President, CCO
- Office
- 306 S. WASHINGTON AVE., SUITE 216, Royal Oak, MI 48067
- Registration
- Investment adviser registration
- In the industry since
- June 1996
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- danielinvestment.com
Where does Eric Daniel work?
Eric Daniel has been Vice President, CCO of Daniel Investment Group Inc. since September 2025, and is a control person of the firm.
Is Eric Daniel a financial advisor?
Yes. Eric Daniel has a current investment-adviser registration in Michigan and Texas, through Daniel Investment Group since December 2025.
How many years of experience does Eric Daniel have?
Eric Daniel has 30 years in the financial industry, since June 1996, across 2 adviser firms.
What exams has Eric Daniel passed?
Eric Daniel has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in June 1996. FINRA credited Eric Daniel with the SIE, which began in October 2018.
Where is Eric Daniel based?
Eric Daniel’s registered office is in Royal Oak, MI.
Is Eric Daniel registered with FINRA?
No. Eric Daniel has no current broker registration.
How can I verify Eric Daniel’s record?
Search CRD 2726758 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Daniel’s full registration record.
