Daniel E Cronen
Financial advisor at D.A. Davidson & Co. · Spokane, WA
Last updated 2026-10-10
Claim your profileDaniel E Cronen is a financial advisor at D.A. Davidson & Co. in Spokane, WA, CRD 3100514. Licenses and exams on the registration: Series 65, Series 66. IAPD registration began 2002-08-05.
Registration
- CRD number
- 3100514
- Registration status
- Active
- IAPD registration
- 2002-08-05
- Industry Experience
- 24 years
- Work Experience
- 11 years
- States registered
- TX, WA
Licenses and exams
- Series 65
- Series 66
Designations
- Chartered Financial Analyst
Work history
- 2015-09 to Present · D.A. Davidson & Co. · Spokane, WA
Current employment
- D.A. Davidson & Co. · Great Falls, MT
D.A. Davidson & Co.
- Regulatory AUM
- $41,839,245,699
- Registered advisors
- 689
- Offices
- 237
- Clients per advisor
- 101.8 (Moderate)
- Average AUM per client
- $596.7K (Low)
- High-net-worth client ratio
- 26.0% (Moderate)
D.A. Davidson & Co.: advisors, services and reported ETF investments
About
Daniel E Cronen is a Chartered Financial Analyst financial advisor at D.A. Davidson & Co. in Spokane, WA. Reported securities licenses include Series 65 and Series 66. The latest record indicates 24 years of industry experience and 11 years of reported work history.
D.A. Davidson & Co.'s firm-level Form ADV reports 689 advisors across 237 offices; approximately 101.8 clients per advisor, average assets per client of $596,698, and regulatory AUM of $41.8B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $9.8B across 536 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Daniel E Cronen personally.
Reported ETF positions
D.A. Davidson & reports 536 ETF positions worth $9.8B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VTV — Vanguard Morningstar Value ETF | $1.2B |
| VUG — Vanguard Morningstar Growth ETF | $941.3M |
| IXUS — iShares Core MSCI Total International Stock ETF | $755.3M |
| AGG — iShares Core U.S. Aggregate Bond ETF | $524.1M |
| IWN — iShares Russell 2000 Value ETF | $283.5M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
D.A. Davidson &'s strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $183.9M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | CGDV — Capital Group Dividend Value ETF | $183.9M | Top 99.7% | Addressable AUM $8.7T · Peer conviction 86.4% |
| Residual Alpha | PRF — Invesco RAFI US 1000 ETF | $117.6M | Top 99.5% | Residual alpha +1.89% · Residual Sharpe 0.11 |
| Diversification Benefits | TUSI — Touchstone Ultra Short Income ETF | $29.6M | Top 98.4% | Replicability (R²) 49.0% · Residual Sharpe 0.29 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by D.A. Davidson & Co. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Registered Municipal Advisor
- Sells Non-Advisory Products or Services
- Other Investment Adviser (Incl. Financial
- Trust Company
Location
601 W. Main Ave, Spokane, WA 99201
18 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 406-727-4200
- Website: dadavidson.com
- Youtube
Official record
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