Daniel Hickey, financial advisor Bronx NY

Daniel Hickey

CRD Number: 2076001
Current Firm: Shelter Rock Management, LLC

Daniel Hickey (CRD# 2076001) is an Investment Advisor Representative working at Shelter Rock Management, LLC in Bronx, NY and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Dl Real Estate Advisors, LLC New York, NY Jun 2023 - Current 1
Shelter Rock Management, LLC Jericho, NY Oct 2022 - Current 2
Houlihan Lawrence Rye Brook, NY Nov 2015 - Jun 2023 7
Stepping Stones Management, LLC New York, NY Nov 2005 - Sep 2022 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1990
S65 NASAA Investment Advisors Law Examination Apr 2022
Contact Info for Daniel D. Hickey
Phone Number: 516-605-2215
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    173
    MILLIONS
  • Total Number of Accounts
    272
    ACCOUNTS
  • Average Account Value
    $636,207
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, MO, NY, SC

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