Searle & Co.
47yrs
Top advisor by experience in Greenwich
32yrs
Daniel Stan
Financial advisor at LPL Enterprise
Based in Greenwich, Connecticut, Daniel Stan is a fiduciary financial advisor with 32 years of industry experience. Daniel has been with LPL Enterprise since 2024; before that, Daniel spent three years at Pruco Securities. LPL Enterprise offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 659 advisors with offices in Greenwich, and one of 618 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 11% by experience at LPL Enterprise
OfficeGreenwich, CT
FirmLPL Enterprise
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$239,757
Advisors at the firm3,111
States licensed ?1 state
Services through LPL Enterprise
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
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
- Nov 2024 – nowLPL Enterprise, LLCCurrent firm
- 2021 – 2024Pruco Securities, LLC.Previously
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?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- 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 LPL Enterprise at 704-733-3300 and ask for Daniel Stan. Daniel works from the Greenwich, CT office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1994, about 32 years. Top 11% by experience at LPL Enterprise.
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?
LPL Enterprise 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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