Daniel Agoglia Email & Phone Number

Dan brings over 16 years of experience in the financial services industry to the Independence Square Advisors. Prior to joining the firm he held positions in equity sales and trading with Prudential Securities and Banc of America in New York, and later joined Janney Capital Markets in Philadelphia. Most recently, Dan spent two years working for the Children’s Hospital of Philadelphia as part of the Foundation, procuring and allocating philanthropic funds towards the Hospital while building the Endowment. Dan is a Series, 7, 63 (held with LPL Financial) and 65 licensed hybrid advisor who also holds his PA Insurance license and had completed the Fundamentals of Alternative Investments Certificate Program (CAIA).He focuses his practice on providing individuals and businesses with strategies to help them pursue their investment and wealth management objectives.Dan is an active member of the Founders Society of the Children’s Hospital of Philadelphia.He lives in Wayne, PA with his wife Becca and children James, Lucy and Brooke. He graduated with the class of 1997 from Boston College with a degree in Human Development with a concentration in Organizational Behavior in Management. An avid golfer, Dan can be found at the Philadelphia Cricket Club in his spare time

Listed skills include Capital Markets, Investments, Equities, Series 7, and 14 others.