Marc Daner has been Managing Principal / CCO of Daner Wealth Management since November 2021, is a control person of the firm and directly owns 75% or more of it.
Daner Wealth Management, LLC is an Alpharetta, GA firm with $202M under management, 190 clients and 2 advisers in one office, as of its March 2026 filing.
Marc Daner is an Investment Advisor with Daner Wealth Management, which he launched in 2022. Daner joined Merrill Lynch as a financial advisor in 1990 and later moved to Smith Barney and then Wells Fargo. Daner has three decades of experience as a Financial Advisor.
Marc Daner’s longest registration was 16 years at Wells Fargo Clearing Services, LLC (2005–2022). Before joining Daner Wealth Management in 2022, Marc Daner was registered through Wells Fargo Clearing Services, LLC and Citigroup Global Markets Inc.
- Daner Wealth Management, LLCCurrent– present · 4 yearsAlpharetta, GA · Adviser representative · Firm CRD 317373
- Wells Fargo Clearing Services, LLC– · 16 yearsAlpharetta, GA · Adviser representative · Firm CRD 19616
- Citigroup Global Markets Inc.– · 2 yearsAlpharetta, GA · Adviser representative · Firm CRD 7059
Professional designations
Listed by Daner Wealth Management
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Chartered Financial Consultant® (ChFC®)
Investment adviser representative registrations
Marc Daner is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in January 2022.
- GeorgiaSince 4 January 2022
- TexasResidentSince 13 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 3 October 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 September 1990 |
| Series 7 | General Securities Representative Examination | 20 August 1990 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 January 1985 |
| Series 22 | Direct Participation Programs Representative Examination | 10 January 1985 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Full name
- Marc Steven Daner
- CRD
- 1333477
- Firm
- Daner Wealth Management · CRD 317373
- Role
- Managing Principal / CCO
- Office
- 11475 GREAT OAKS WAY, SUITE 340, Alpharetta, GA 30022
- Registration
- Investment adviser registration
- In the industry since
- October 1989
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- danerwealth.com
Where does Marc Daner work?
Marc Daner has been Managing Principal / CCO of Daner Wealth Management, LLC since November 2021, and is a control person of the firm.
Is Marc Daner a financial advisor?
Yes. Marc Daner has a current investment-adviser registration in Georgia and Texas, through Daner Wealth Management since January 2022.
How many years of experience does Marc Daner have?
Marc Daner has 37 years in the financial industry, since October 1989, across 3 adviser firms.
What exams has Marc Daner passed?
Marc Daner has passed 5 licensing exams: the Series 22, Series 6, Series 7, Series 63 and Series 65. The earliest, the Series 22, was passed in January 1985. FINRA credited Marc Daner with the SIE, which began in October 2018.
Where did Marc Daner work before Daner Wealth Management?
Before Daner Wealth Management, Marc Daner was registered through Citigroup Global Markets Inc., April 2003 to August 2005.
Where is Marc Daner based?
Marc Daner’s registered office is in Alpharetta, GA.
Is Marc Daner registered with FINRA?
No. Marc Daner has no current broker registration.
Is Marc Daner a CFP?
Daner Wealth Management lists Marc Daner with the CFP credential (“CERTIFIED FINANCIAL PLANNER® (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Marc Daner’s record?
Search CRD 1333477 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marc Daner’s full registration record.