National Asset Management, Inc
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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
Years of Experience
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National Asset Management, Inc Brokerage Details
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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.
National Asset Management
National Securities Corp
Ubs Financial Services Inc
Wells Fargo Advisors LLC
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
Daniel Motherway has disclosures.
Please visit their SEC profile for more details.