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.

Similar Advisors
Brandon Averill, financial advisor Santa Monica CA
Brandon L. Averill
CRD# 5781614
Awm Capital, LLC
Similar Advisors
John Defonso, financial advisor Santa Monica CA
John P. Defonso
CRD# 6406556
Aqua Capital Advisors
Similar Advisors
Marie Thomasson, financial advisor Santa Monica CA
Marie E. Thomasson
CRD# 6724246
Modern Assets, LLC
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 8
Bache Capital Management Pasadena, CA Sep 2015 - Current 8
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
    36
    MILLIONS
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $673,509
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

CA, OR

Ready to hire a financial advisor? Get competitive proposals from Daniel Nagy 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.