D.A. Davidson & Co.
47yrs
Top 1% by experience in Seattle
9yrs
Daniel Ervin
Full name on record: Daniel Jesse Ervin
Financial advisor at Ervin Investment Management
Daniel Ervin has worked in the financial industry for 9 years and is a fiduciary financial advisor based in Seattle, Washington. Daniel has been with Ervin Investment Management since 2019; before that, Daniel spent a year at Reis Investment Management. Ervin Investment Management offers investment management and is paid through a percentage of assets and hourly fees.
One of 1981 advisors with offices in Seattle, and one of 1838 fiduciaries.
At a glance
Experience9 years (since 2017)
How that compares ?9 years in the industry
OfficeSeattle, WA
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$2.75 million
Advisors at the firm3
States licensed ?1 state
Services through Ervin Investment Management
Investment management for individuals and small businesses
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 65Uniform Investment Adviser Law Examination
Career
- 2019 – nowErvin Investment ManagementCurrent firm
- Nov 2018 – Jun 2019Reis Investment Management, Inc.Previously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 Ervin Investment Management at 206-495-9957 and ask for Daniel Ervin. Daniel works from the Seattle, WA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2017, about 9 years. 9 years in the industry.
What licenses does Daniel hold?
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?
Ervin Investment Management reports being paid by a percentage of the assets they manage, hourly 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.
Other advisors nearby
Morgan Stanley
47yrs
Top 1% by experience in Seattle
Edward Jones
46yrs
Top 1% by experience in Seattle
Wedbush Securities
45yrs
Top 1% by experience in Seattle
Lesa Sroufe & Company
44yrs
Top 1% by experience in Seattle
Sonata Capital Group
44yrs
Top advisor by experience at Sonata Capital Group