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Detailed Report
Daniel Mason Hart
CRD#: 7230264
IA
Investment Adviser
ADVANCED PORTFOLIO STRATEGIESCRD#: 284697 3625 DEL AMO BLVD
SUITE 190
TORRANCE, CA 90503
Registration History
2020202120222023202420252026IAADVANCED PORTFOLIO STRATEGIES (CRD# 284697)2020 - Present (5 years)
License(s)

State Registrations

IA
California 2/14/2020
Current Registration(s)
IA
ADVANCED PORTFOLIO STRATEGIES (CRD#:284697)
3625 DEL AMO BLVD SUITE 190, TORRANCE, CA 90503
Registered with this firm since 2/14/2020
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.