Daniel Larsen, financial advisor Hauppauge NY

Daniel Larsen

CRD Number: 6171710
Current Firm: Nestegg Advisors, Inc.

Daniel Larsen (CRD# 6171710) is an Investment Advisor Representative working at Nestegg Advisors, Inc. in Hauppauge, NY and has over 11 years of experience in the finance industry. Daniel Larsen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Eric Bloom, financial advisor Hauppauge NY
Eric M. Bloom
CRD# 2708116
Park Avenue Securities LLC
Similar Advisors
Harlan Fischer, financial advisor Hauppauge NY
Harlan J. Fischer
CRD# 811927
Cetera Investment Advisers LLC
Similar Advisors
Adam Morgan, financial advisor Hauppauge NY
Adam C. Morgan
CRD# 5473273
American Portfolios Advisors, Inc.
Professional Designations
Company Name Location Dates Years
American Portfolios Financial Services, Inc. Hauppauge, NY Nov 2018 - Current 5
American Portfolios Advisors, Inc. Hauppauge, NY Oct 2018 - Current 5
Cetera Advisor Networks LLC El Segundo, CA Mar 2017 - Sep 2018 1
Lpl Financial, LLC La Jolla, CA Oct 2016 - Feb 2017 < 1
Cetera Advisor Networks LLC El Segundo, CA Jan 2015 - Sep 2016 1
Unemployeed San Diego, CA Oct 2014 - Dec 2014 < 1
Thrivent Financial Appleton, WI Mar 2014 - Oct 2014 < 1
Thrivent Investment Management Inc. San Diego, CA Nov 2013 - Oct 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2013
S63 Uniform Securities State Law Examination Dec 2013
Contact Info for Daniel P. Larsen
Phone Number: 631-952-2700
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    198
    MILLIONS
  • Total Number of Accounts
    563
    ACCOUNTS
  • Average Account Value
    $351,086
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

FL, NY

Ready to hire a financial advisor? Get competitive proposals from Daniel Larsen and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.