Nicholas
Daft
Aristotle Atlantic Partners, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Nicholas Daft is a financial advisor who works in Miami Beach, Florida. Daft is on the advisory team at Aristotle Atlantic Partners, LLC. Throughout their career, Daft has worked at Deutsche Asset Management and Aristotle Atlantic Partners, LLC. Daft has a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Florida. Aristotle Atlantic Partners, LLC is a registered investment business based out of Sarasota, FL. The firm has a total of 10 financial advisors. It controls $2 billion in total assets among its 288 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises eight charities and foundations. Aristotle Atlantic Partners, LLC offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. A financial advisor's fees usually depend on the financial services provided. Fee types billed by Aristotle Atlantic Partners, LLC likely are comprised of asset-based and performance-based 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.
Aristotle Atlantic Partners, LLC Brokerage Details
$1,845,916,247
10
288
$6,409,431
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Nicholas Daft Work History
Nicholas has been registered as a financial advisor for 0 years.*
Aristotle Atlantic Partners, LLC
Aristotle Atlantic Partners, LLC
Deutsche Asset Management
*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 Nicholas Daft 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 Aristotle Atlantic Partners, LLC
Sarasota, FL
Miami Beach, FL
Sarasota, FL
Sarasota, FL
Sarasota, FL
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.
