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Dantonio F

Series 63, Series 65

San Antonio, TX

Conceptum Strategies

Dantonio Fowler is a financial advisor at Conceptum Strategies in San Antonio, TX, holding Series 63 and Series 65 licenses with two years of industry experience. He previously worked at Primerica Advisors and Primerica Financial Services and has been employed by the United States Department of Justice since 2015. Outside of financial advising, he is the managing member of HIAS Media Management, a social media management company. Conceptum Strategies serves individuals, families, high-net-worth clients, trusts, foundations, and small businesses, offering portfolio management, financial planning, and educational seminars. The firm utilizes fundamental, technical, and quantitative analysis to guide investment decisions, incorporating strategic asset allocation, tax optimization, and, where appropriate, higher-risk strategies such as margin and exchange-traded options.

Retirement income strategy Social Security optimization Tax-loss harvesting ESG / Sustainable investing Private / alternative investments
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