DA
Daniel Anthony Lagan
CRD 2236297
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Congress Asset Management Company, Llp | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Congress Asset Management Company, Llp
Chief Executive Officer And Chief Investment Officer · Less than 5% · Mar 2024
-
Congress Asset Management Company, Llp
Trustee · 50% – 75% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗