Daniel
Wilson
Atcap Partners, LLC
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About this Advisor
Daniel Wilson is a financial advisor operating in Riverview, Florida. Wilson works at Atcap Partners, LLC. During their career, Wilson has held roles at Morgan Stanley, Capital One, Lowes, Hillsborough Community College, University Of South Florida, Usaa Financial Planning Services, Usaa Investment Management Company, Usaa Financial Advisors, Inc, Cleanology, Charles Schwab & Co., Inc, Raymond James & Associates, Inc and Ceros Financial Services, Inc. Wilson has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida and Maryland. Atcap Partners, LLC is an advisory company based in Rockville, MD. The investment advisory business has offices in four locations and a total of 23 advisors. It oversees $76 million in assets under management across its 307 customer accounts, placing it among the smaller financial advisory firms in the nation by assets under management. Of its 307 client accounts, just 11% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Atcap Partners, LLC offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, market timing services and educational seminars. Financial advisory fee schedules typically vary depending on the type of financial services provided. However, fee types billed by Atcap Partners, LLC most likely include some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Atcap Partners, LLC Brokerage Details
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$75,590,000
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
23
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307
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$246,221
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Market timing services
- Educational seminars/workshops
Daniel Wilson Work History
Daniel has been registered as a financial advisor for 0 years.*
Ceros Financial Services, Inc
Morgan Stanley
Charles Schwab & Co., Inc
Raymond James & Associates, Inc
Usaa Financial Planning Services
Usaa Investment Management Company
Usaa Financial Advisors, Inc
Morgan Stanley
Cleanology
Capital One
Lowes
University Of South Florida
Hillsborough Community College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Wilson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Atcap Partners, LLC
Cedar Grove, NJ
New York, NY
Rockville, MD
Frisco, TX
Norwalk, CT
Jupiter, FL
New York, NY
Ashburn, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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