Financial Advisor
Current
Feb 2024 - Present
AeroLeads people directory · profile
Daniel Reitz Email & Phone Number
Charting the financial future of successful people and businesses.
at
Thoroughbred Advisors
1 work email found
@natfin.net
2 phones found area 610
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Charting the financial future of successful people and businesses.
Location
Allentown, Pennsylvania, United States
Who is Daniel Reitz? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Daniel Reitz is listed as Charting the financial future of successful people and businesses. at Thoroughbred Advisors, based in Allentown, Pennsylvania, United States. AeroLeads shows a work email signal at natfin.net, phone signal with area code 610, and a matched LinkedIn profile for Daniel Reitz.
Daniel Reitz previously worked as Financial Advisor at Thoroughbred Advisors and Financial Advisor at National Financial Network. Daniel Reitz holds B.A., Economics And Finance from Furman University.
Company email context
Email format at Thoroughbred Advisors
This section adds company-level context without repeating Daniel Reitz's masked contact details.
{first}.{last}@natfin.net
86% confidence
AeroLeads found 1 current-domain work email signal for Daniel Reitz. Compare company email patterns before reaching out.
Profile bio
About Daniel Reitz
Integration of Investment Excellence & Risk Management to create outcome oriented strategies. I utilize state of the art technology and 36+ years of personal experience. I am associated with one of the finest teams in the industry. If you are skeptical, I understand.If you are intrigued, please reach out. My personal cell# is 610-217-1655 (voice only.)Daniel Reitz is a Registered Representative and Investment Adviser Representative of/ and offers securities and investment advisory services solely through Equity Services, Inc., Member FINRA/SIPC, 421 Troy Schenectady Rd, Latham, NY 12110, 518-608-4608. Thoroughbred Advisors, LLC is independent of Equity Services, Inc. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier VT, and its affiliates. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. Daniel Reitz is licensed to sell securities in PA, NJ & FL and insurance-licensed in PA, NJ & FL. An “endorsement” of this individual is not a referral of him for investment advisory services and may not reflect others’ views or experience. TC140095(0224)3
Current workplace
Daniel Reitz's current company
Company context helps verify the profile and gives searchers a useful next step.
13 roles
Daniel Reitz work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Jul 2022 - Jan 2024
Financial Advisor
Financial Adviser offering investment advisory services through Eagle Strategies, LLC A Registered Investment Adviser.
Jul 2018 - Jul 2022
Financial Advisor
Blu Door Financial
Providing quality financial strategies, and offering insurance and financial services, and employee benefits to businesses and individuals.
Jul 2018 - Jun 2022
Agent
Agent licensed to sell insurance through New York Life Insurance Company
Jul 2018 - Jun 2022
Financial Services Professional
Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A licensed Insurance Agency.
Jul 2018 - Jun 2022
Financial Advisor - Stifel
Stifel Financial Corp.
Stifel is home to one the industry's largest U.S. equity research platforms. Our equity research has ranked in the top ten in the Thomson Reuters Analyst Awards for eleven consecutive years (includes Keefe, Bruyette & Woods (KBW), a wholly owned subsidiary of Stifel Financial Corp., and other firms acquired by Stifel). For more information about the Thomson Reuters StarMine Analyst Awards, see www.stifel.com/research.Our parent company, Stifel Financial Corp., has been publicly traded on the NYSE since 1983 (symbol – “SF”) and was listed in Fortune magazine's 100 fastest growing companies in 2009 and 2010.
Nov 2017 - Jun 2018
Financial Advisor
Financial Services advice to members of The Pennsylvania State Employees Credit Union
Jun 2017 - Nov 2017
Financial Advisor
Jan 2017 - Jun 2017
Financial Advisor
Lpl Financial
Private Wealth Management
Dec 2016 - Jun 2017
Financial Advisor
Institutional and Individual Investment Consulting
Jan 2014 - Nov 2016
Vice President Investments
Morgan Stanley
Institutional and Individual Investment Consulting
Jun 2009 - Jan 2014
Vice President Investments
Smith Barney (A Unit Of Citigroup Global Markets)
Jul 1993 - Jun 2009
2 education records
Daniel Reitz education
B.A., Economics And Finance
Furman University
Education record
Davidson College
FAQ
Frequently asked questions about Daniel Reitz
Quick answers generated from the profile data available on this page.
What company does Daniel Reitz work for?
Daniel Reitz works for Thoroughbred Advisors.
What is Daniel Reitz's role at Thoroughbred Advisors?
Daniel Reitz is listed as Charting the financial future of successful people and businesses. at Thoroughbred Advisors.
What is Daniel Reitz's email address?
AeroLeads has found 1 work email signal at @natfin.net for Daniel Reitz at Thoroughbred Advisors.
What is Daniel Reitz's phone number?
AeroLeads has found 2 phone signal(s) with area code 610 for Daniel Reitz at Thoroughbred Advisors.
Where is Daniel Reitz based?
Daniel Reitz is based in Allentown, Pennsylvania, United States while working with Thoroughbred Advisors.
What companies has Daniel Reitz worked for?
Daniel Reitz has worked for Thoroughbred Advisors, National Financial Network, Eagle Strategies, Llc, Blu Door Financial, and New York Life Insurance Company.
How can I contact Daniel Reitz?
You can use AeroLeads to view verified contact signals for Daniel Reitz at Thoroughbred Advisors, including work email, phone, and LinkedIn data when available.
What schools did Daniel Reitz attend?
Daniel Reitz holds B.A., Economics And Finance from Furman University.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial