Daniel
Wilson
Atcap Partners, LLC
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About this Advisor
Daniel Wilson is a financial advisor based in Riverview, Florida, working with Atcap Partners, LLC. Daniel has previously held positions at Morgan Stanley, Capital One, Lowes, 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. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Florida and Maryland. Currently, Daniel is part of Atcap Partners, LLC, which operates out of Riverview, Florida. The firm has 4 offices and 23 employees. The firm manages assets totaling $84.2 million and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at Atcap Partners, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Atcap Partners, LLC Brokerage Details
$84,248,693
23
288
$292,530
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
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
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
Norwalk, CT
Riverview, FL
Ashburn, VA
Cedar Grove, NJ
Rockville, MD
Woodcliff Lake, NJ
Rockville, MD
New York, NY
The content in this profile was updated by SmartAsset on 6/19/2024. 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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