Daniel
Wilson
Atcap Partners, LLC
Answer a few questions and
get matched with an advisor.
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
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Atcap Partners, LLC Brokerage Details
$75,590,000
23
307
$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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
