Daniel
Nicolaescu
Simplicity Wealth
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About this Advisor
Daniel Nicolaescu is a financial advisor based in Summit, New Jersey, working with Simplicity Wealth. Daniel has previously held positions at New York Life Insurance Co, Karma International, Arthur Murray Dance Studios, Crystal Ballroom, Freedom Wealth Services, Iams Wealth Management, and Simplicity Wealth. Daniel has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Daniel is part of Simplicity Wealth, which operates out of Summit, New Jersey. The firm has 52 offices and 159 employees. The firm manages assets totaling $3.2 billion 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, publication of newsletters, and educational seminars. The fee structure at Simplicity Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Simplicity Wealth Brokerage Details
$3,166,555,578
159
6,188
$511,725
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Daniel Nicolaescu Work History
Simplicity Wealth
Freedom Wealth Services
Iams Wealth Management
Crystal Ballroom
New York Life Insruance Co
Karma International
Arthur Murray Dance Studios
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
Summit, NJ
Summit, NJ
Prairie Village, KS
Summit, NJ
Ville Platte, LA
Summit, NJ
Glastonbury, CT
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