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Daniel Gray Torrey

Advisor at First Command Advisory Services — Juneau, AK Vintage Blvd

Updated today

Credentials

Series 65, Series 63

Experience

< 1 year

Location

Juneau, AK 99801

First Command Advisory Services logo

First Command Advisory Services

Enterprise

Total advisors

1,036

Across 280 offices

Clients per advisor

110 High

Avg AUM per client

$214,697 Very Low

HNW client ratio

3% Low

About

Daniel Torrey is a financial advisor at First Command Advisory Services with Series 65 and Series 63 licenses. He has prior experience in the US Coast Guard, serving for 26 years, and has worked in various roles at First Command entities and Voices since 2025. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, with investment decisions made by a centralized team selecting from preapproved managers and model portfolios.

Client services

Based on First Command Advisory Services

Financial planning Portfolio management

Expertise

Based on First Command Advisory Services

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing

Occupation focus

Based on First Command Advisory Services

Self-Employed

Demographic focus

Based on First Command Advisory Services

Young Professionals

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Fee options

Percentage

$0 - $250,000: 1.30% $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%

Commissions

Commissions apply for brokerage and insurance products through affiliated companies.

Other

Account minimum: $5,000 Minimum fee: Financial Planning Tailored Professional Services (TPS) fees generally range from $750 to $3,000 based on client circumstances and advisor discretion. Fee-only: Advisory Programs charge wrap fees based on asset tiers, no commissions for advisory management services.

Location

See office

Juneau, AK Vintage Blvd

3000 Vintage Blvd, Suite 290

Juneau AK 99801

Advisors at this office

2

Most active in

Alaska

Work history

< 1 year of industry experience

First Command Advisory Services, Inc.

2026 - Present • 1 year

Fort Worth, TX

First Command Brokerage Services, Inc.

2026 - Present • 1 year

Fort Worth, TX

First Command Insurance Services, Inc.

2026 - Present • 1 year

Fort Worth, TX

Voices

2025 - Present • 1 year

London

First Command Brokerage Services Inc.

2025 - 2026 • 1 year

Fort Worth, TX

Alaska Court System

2025 - 2025 • 1 year

Kodiak, AK

US Coast Guard

1999 - 2025 • 26 years

Washington, DC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Warren R

Series 66

Juneau, AK

First Command Advisory Services

Warren Russell is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 designation and previously worked for General Communications Incorporated (GCI) for 14 years before joining First Command. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and several wrap-fee asset management programs that utilize a centralized Investment Management Team to manage model portfolios and approved third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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George L

CFP®, Series 65

Juneau, AK

Cresset Asset Management, LLC

George Lujan is a CFP® and Series 65-licensed financial advisor at Cresset Asset Management, LLC with nine years of industry experience. He previously worked at True Capital Management LLC for six years before joining Cresset in 2023. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and private-fund management.

Wealth management Active portfolio management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired Established Professionals
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Cindy S

Series 66

Juneau, AK

Raymond James Financial

Cindy Stadt is a financial advisor at Raymond James Financial in Juneau, Alaska, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Benjamin Gilbert DDS and Richard Chan Orthodontics, as well as involvement with the City and Borough of Juneau COVID hotline. She is also associated with Willoughby Wealth Partners as a non-investment-related activity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools like risk profiling and probability modeling, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Kerri W

Series 66

Juneau, AK

Raymond James Financial

Kerri Woodsum is a financial advisor with Raymond James Financial in Juneau, Alaska, holding a Series 66 designation and 18 years of industry experience. Prior to joining Raymond James Financial Services Advisors, Inc. in 2022, she worked for Edward Jones for 14 years. She is involved with Silvertree Collective and Willoughby Wealth Partners, both affiliated entities in Juneau. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm provides non-discretionary planning and consulting tailored to client goals using analytical tools and supports municipal and public-finance work through a unique affiliated municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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William G

Series 66

Juneau, AK

Equitable Advisors

William Gisler is a financial advisor with Equitable Advisors in Juneau, Alaska, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Randy Hurtte and Stellar Financial Services and has a background in engineering roles at Schneider Electric and KFI Engineers. Gisler has also worked as a registered sales assistant in conjunction with his advisory roles. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Ryian J

Series 66

Juneau, AK

Raymond James & Associates

Ryian Jurasz is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch and Bank of America. Outside of his advisory role, he is a co-owner of a family rental property business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations, offering a range of financial planning and consulting services with a focus on non-discretionary client engagement.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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