DP
Daniel Paul Michalk
CRD 2579778
Certified Financial Planner
Chartered Financial Consultant
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Waterway Wealth Management, L.L.C. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Waterway Wealth Management, L.L.C.
Managing Member And Chief Compliance Officer · 75% or more · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗