Nicholas Daft (CRD# 2913032) is an Investment Advisor Representative working at Aristotle Atlantic Partners, LLC in Miami Beach, FL and has 1 year of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aristotle Atlantic Partners, LLC | Sarasota, FL | Jun 2022 - Current | 1 |
| Aristotle Atlantic Partners, LLC | New York, NY | Nov 2016 - Jun 2022 | 5 |
| Deutsche Asset Management | New York, NY | Jun 2007 - Nov 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- FL
-
Total Assets Under Management2,883MILLIONS
-
Total Number of Accounts308ACCOUNTS
-
Average Account Value$9,361,883
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, DE, FL, GA, IL, MA, MD, NC, NE, NH, NJ, NY, OH, PA, TX, WA, WY
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