Daniel
Fred
Atcap Partners, LLC
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About this Advisor
Daniel Fred is a financial advisor based in New York, New York, working with Atcap Partners, LLC. Daniel has previously held positions at National Securities Corporation, National Asset Management, Atcap Partners, LLC, and Ceros Financial Services, Inc. Daniel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, Daniel is part of Atcap Partners, LLC, which operates out of New York, New York. 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 Fred Work History
Atcap Partners, LLC
Ceros Financial Services, Inc
National Asset Management
National Securities Corporation
Disclosures
Please visit the SEC profile of Daniel Fred 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
Riverview, FL
Norwalk, CT
New York, NY
Staten Island, NY
Cedar Grove, NJ
Rockville, MD
Woodcliff Lake, NJ
Rockville, MD
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