Daniel McNicholas, financial advisor Melville NY
93 score

Daniel McNicholas

CRD Number: 5928204
Current Firm: Gladstone Wealth Group

Daniel McNicholas (CRD# 5928204) is an Investment Advisor Representative working at Gladstone Wealth Group in Melville, NY and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Gladstone Institutional Advisory, Llc (gladstone Wealth Group) Melville, NY Apr 2017 - Current 1
Lpl Financial LLC Melville, NY Apr 2017 - Current 1
Bank Of America, N.a. Melville, NY Dec 2011 - Apr 2017 5
Merrill Lynch Pierce, Fenner & Smith, Inc. Melville, NY May 2011 - Apr 2017 5
Aflac Garden City, NY Dec 2010 - May 2011 < 1
Emblem Health New York, NY Dec 2009 - Dec 2010 1
Hofstra University Nempstead, NY Jun 2006 - Dec 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Daniel M. McNicholas
Phone Number: 908-719-1313
Firm Website: http://pwgclient.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    429
    MILLIONS
  • Total Number of Accounts
    2,138
    ACCOUNTS
  • Average Account Value
    $200,762
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

CA, CT, DE, FL, GA, MA, MD, NC, NJ, NY, OH, PA, SC, TX, VA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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