Daniel
Motherway

National Asset Management, Inc

CRD#2680522
Investment Advisor
in New York, NY
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About this Advisor

Daniel Motherway is a certified financial planner in New York, New York. Currently a registered advisor with National Asset Management, Inc, Motherway has 13 years of professional experience in the financial advisory industry. Motherway maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Motherway can serve clients in New Jersey. During their career, Motherway has held roles at Wells Fargo Advisors LLC, Citigroup Global Markets Inc, Morgan Stanley Smith Barney, National Asset Management, Ubs Financial Services Inc and National Securities Corp. National Asset Management, Inc is based out of New York, New York, and has 127 additional locations across the United States. In total, National Asset Management, Inc oversees $2 billion in assets throughout 5,722 client accounts and employs more than 219 people. The amount of assets the firm manages places it among the biggest firms in the nation. The firm manages 5,451 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. National Asset Management, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Disclosures

Yes

Office Location

7 Hanover Square 6Th Floor
New York, NY 10004

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National Asset Management, Inc Brokerage Details

Total Assets Under Management

$2,396,000,000

NY Average: $1,855,561,029
Total Number of Employees

268

NY Average: 62
Total Number of Accounts

7,245

NY Average: 2,474
Average Account Size

$330,711

NY Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Daniel Motherway Work History

Daniel has 13 years of experience.

2018 - Present (1 years)

National Asset Management

2018 - Present (1 years)

National Securities Corp

2015 - 2017 (2 years)

Ubs Financial Services Inc

2011 - 2015 (4 years)

Wells Fargo Advisors LLC

2009 - 2011 (2 years)

Morgan Stanley Smith Barney

2005 - 2011 (6 years)

Citigroup Global Markets Inc

Disclosures

Daniel Motherway has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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