Daniel
Nicolaescu
Simplicity Wealth
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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
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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
Denver, CO
Summit, NJ
Summit, NJ
Bowling Green, KY
Summit, NJ
Summit, NJ
Summit, NJ
Eden Prairie, MN
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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