Daniel
Nicolaescu
Simplicity Wealth
Answer a few questions and
get matched with an advisor.
About this Advisor
Daniel Nicolaescu is a financial advisor who works in Summit, New Jersey with 1 year of relevant experience. Nicolaescu is currently employed by Simplicity Wealth. The advisor has gained experience at New York Life Insruance Co, Karma International, Arthur Murray Dance Studios, Crystal Ballroom, Freedom Wealth Services, Iams Wealth Management, Simplicity Wealth and Arthur Murray Dance. Nicolaescu maintains a Series 65 license, designating them as an investment advisor representative, and is able to serve investors in Florida. Simplicity Wealth is an advisory business that has its headquarters in Summit, NJ. The firm has offices in 33 locations and a total of 46 people on staff. It handles $201 million in total assets among its 2,342 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 2,342 customer accounts, just 1% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Simplicity Wealth offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules typically vary depending on the services offered. However, fees charged by Simplicity Wealth may include some blend of asset-based, hourly and fixed 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.
Simplicity Wealth Brokerage Details
$201,035,405
46
2,342
$85,839
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Daniel Nicolaescu Work History
Daniel has been registered as a financial advisor for 1 years.*
Simplicity Wealth
Freedom Wealth Services
Iams Wealth Management
Crystal Ballroom
New York Life Insruance Co
Karma International
Arthur Murray Dance Studios
Arthur Murray Dance
*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 Nicolaescu 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 Simplicity Wealth
Summit, NJ
Bowling Green, KY
Summit, NJ
Denver, CO
Summit, NJ
Summit, NJ
Summit, NJ
Summit, NJ
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.
