EP Wealth Advisors
47yrs
Top advisor by experience in Torrance
25yrs
Daniel Cloud
Full name on record: Daniel Joseph Cloud
Financial advisor at Cloud, Minturn & Associates
Daniel Cloud is a fiduciary financial advisor in Torrance, California, with 25 years in the industry. After a year at Ameritas Investment, Daniel joined Cloud, Minturn & Associates in 2018, a firm offering financial planning and selecting outside investment managers. Daniel holds the ChFC designation.
One of 509 advisors with offices in Torrance, and one of 441 fiduciaries.
At a glance
Experience25 years (since 2002)
How that compares ?More experience than 74% of advisors in Torrance
Office3858 W. Carson Street Suite # 204, Torrance, CA 90503
How the firm is paid ?Hourly, Flat fee, Other
States licensed ?1 state
Services through Cloud, Minturn & Associates
Financial planningChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowCloud, Minturn & Associates, LLCCurrent firm
- 2006 – 2017Cloud, Minturn & Associates, LLCPreviously
- Apr 2003 – Dec 2003Ameritas Investment Company, LLCPreviously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Cloud, Minturn & Associates at (310) 316-3662 and ask for Daniel Cloud. Daniel works from the Torrance, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2002, about 25 years. More experience than 74% of advisors in Torrance.
What licenses does Daniel hold?
Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Cloud, Minturn & Associates reports being paid by hourly fees, flat or fixed fees, other fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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