Daniel McAllister, financial advisor Melville NY

Daniel McAllister

CRD Number: 1058909
Current Firm: Ubs Financial Services Inc.

Daniel McAllister (CRD# 1058909) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Melville, NY and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Melville, NY Jan 2024 - Current < 1
Raymond James & Associates, Inc. Garden City, NY Jun 2017 - Jan 2024 6
Raymond James Financial Services Garden City, NY Jun 2012 - Jun 2017 5
Raymond James Financial Services Advisors Inc. Garden City, NY Jun 2012 - Jun 2017 5
New York Wealth Management LLC Garden City, NY Jun 2012 - Jun 2017 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1984
Contact Info for Daniel J. McAllister
Phone Number: 201-352-3000
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    600,809
    MILLIONS
  • Total Number of Accounts
    1,077,471
    ACCOUNTS
  • Average Account Value
    $557,610
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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