Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
58 advisors
Number of Clients
2,261 clients
Average Client Portfolio
$112.3M average
Assets Under Management
$253.8B

Fee Structure

Financial Planning:Investment management only

The brochure discusses fees and compensation but does not provide specific fee schedules or amounts.

Areas of Practice
Investment Management
Loading...

Advisor Information

Office location

200 Park Avenue, New York, NY, 10166

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Daniel is involved in several outside business activities. He sells golf equipment online, is a board member for a children's non-profit, and owns Benji Homes LLC to purchase and sell residential property; each activity requires minimal time.

Employment History
Current Registrations
Voya Investments Distributor, LLC
May 2016 - Present · 9 yrs 8 mos
Voya Investment Management CO. LLC
May 2016 - Present · 9 yrs 8 mos
Voya Investments Distributor, LLCBroker
May 2016 - Present · 9 yrs 8 mos
Previous Registrations
Wells Fargo Funds Distributor, LLCBroker
October 2014 - May 2016 · 1 yr 7 mos
Wells Fargo Funds Management, LLC
October 2014 - December 2014 · 2 mos
Packerland Brokerage Services, INC.
December 2013 - October 2014 · 10 mos
Packerland Brokerage Services, INC. Broker
December 2013 - October 2014 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2012 - December 2013 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
April 2012 - December 2013 · 1 yr 8 mos
Edward Jones Broker
February 2012 - March 2012 · 1 mo
New England SecuritiesBroker
April 2010 - February 2012 · 1 yr 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.