Schaeffer Financial
47yrs
Top advisor by experience in Rockville
12yrs
Daniel Ronis
Financial advisor at LPL Financial
Daniel Ronis is a fiduciary financial advisor in Rockville, Maryland, with 12 years in the industry. After three years at Janney Montgomery Scott and two years at Chapin Davis Asset Management, Daniel joined LPL Financial in 2025, a firm offering financial planning, investment management, and educational workshops. Daniel holds the CFP® designation.
One of 424 advisors with offices in Rockville, and one of 396 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office5870 Hubbard Drive, Rockville, MD 20852
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jan 2025 – nowLPL Financial LLCCurrent firm
- 2021 – 2025Janney Montgomery Scott LLCPreviously
- 2019 – 2021Chapin, DavisPreviously
- 2014 – 2019MerrillPreviously
Contact Daniel
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Daniel. 5870 Hubbard DriveRockville, MD 20852Office · Get directions Facebook pageLPL Financial
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 Financial at (704) 733-3300 and ask for Daniel Ronis. Daniel works from the Rockville, MD office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2014, about 12 years. 12 years in the industry.
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?
LPL Financial 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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