Morgan Stanley
47yrs
Top advisor by experience in Sacramento
3yrs
Daniel Lee
Financial advisor at Quantify Funds
Daniel Lee is a fiduciary financial advisor in Sacramento, California, with 3 years in the industry. Daniel joined Quantify Funds in 2023, a firm offering investment management and selecting outside investment managers. The firm is paid through a percentage of assets.
One of 622 advisors with offices in Sacramento, and one of 549 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
OfficeSacramento, CA
FirmQuantify Funds
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$1.46 million
States licensed ?1 state
Services through Quantify Funds
Investment management for individuals and small businessesManaging mutual fundsChoosing 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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowQuantify FundsCurrent firm
Contact Daniel
(917) 696-6359Quantify Funds main office Sacramento, CAOffice · Get directions LinkedIn pageQuantify FundsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Quantify Funds at (917) 696-6359 and ask for Daniel Lee. Daniel works from the Sacramento, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2023, about 3 years. 3 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?
Quantify Funds reports being paid by a percentage of the assets they manage, 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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