Daniel Nagy, financial advisor Santa Monica CA

Daniel Nagy

CRD Number: 1146217
Current Firm: Bache Capital Management

Daniel Nagy (CRD# 1146217) is an Investment Advisor Representative working at Bache Capital Management in Santa Monica, CA and has over 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Bache Capital Management Inc. Santa Monica, CA Oct 2022 - Current < 1
Apexus Capital LLC Santa Monica, CA Oct 2015 - Current 7
Bache Capital Management Pasadena, CA Sep 2015 - Current 7
Mdb Capital Group LLC Dallas, TX Jun 2000 - Nov 2016 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1989
Contact Info for Daniel E. Nagy
Phone Number: 310-850-3868
Registered State(s):
  • CA
Current Firm Details
Bache Capital Management
Firm's CRD Number: 113719
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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