Park Avenue Securities
46yrs
Top advisor by experience in Farmington
29yrs
Based in Farmington, Connecticut, Daniel Friedman is a fiduciary financial advisor with 29 years of industry experience. Daniel has been with Wmgna since 1997; before that, Daniel spent five years at National Planning. Wmgna offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 220 advisors with offices in Farmington, and one of 195 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 17% by experience nationwide
Office10 Talcott Notch Road Suite 103, Farmington, CT 06032
FirmWmgna
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.06 million
Advisors at the firm4
States licensed ?1 state
Services through Wmgna
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – 2014National Planning CorporationPreviously
- 1997 – nowWmgnaCurrent firm
Contact Daniel
(860) 679-5255Wmgna main office 10 Talcott Notch Road Suite 103Farmington, CT 06032Office · Get directions X (Twitter) pageWmgna
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 Wmgna at (860) 679-5255 and ask for Daniel Friedman. Daniel works from the Farmington, CT office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1997, about 29 years. Top 17% by experience nationwide.
What licenses does Daniel hold?
Series 63, Series 65. 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?
Wmgna reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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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