Spinnaker Asset Management
46yrs
Top advisor by experience in Warwick
5yrs
Daniel Wallentin
Financial advisor at Janney Montgomery Scott
Daniel Wallentin is a fiduciary financial advisor in Warwick, Rhode Island, with 5 years in the industry. Daniel joined Janney Montgomery Scott in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 234 advisors with offices in Warwick, and one of 228 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office475 Kilvert Street Suite 330, Warwick, RI 02886
How the firm is paid ?Percent of assets, Flat fee, Commissions, Other
Typical client at the firm ?$406,735
Advisors at the firm1,340
States licensed ?2 states
Services through Janney Montgomery Scott
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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
- 2022 – nowJanney Montgomery Scott LLCCurrent firm
Contact Daniel
Local office(401) 274-8600Ask for Daniel. (215) 665-6000Main office · Philadelphia, PA 475 Kilvert Street Suite 330Warwick, RI 02886Office · Get directions Facebook pageJanney Montgomery Scott
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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?
- 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 Daniel’s local office at (401) 274-8600 or the Janney Montgomery Scott main office at (215) 665-6000, and ask for Daniel Wallentin.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2022, about 5 years. 5 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?
Janney Montgomery Scott reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, 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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