Daniel
Nelson
Vanderbilt Advisory Services
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About this Advisor
Daniel Nelson is a financial advisor based in Woodbury, New York, working with Vanderbilt Advisory Services. Daniel has previously held positions at Ameriprise Financial Services Inc, Capital One Financial Advisors, Capital One Sharebuilder, Inc, Sharebuilder 401K, Lpl Financial, LLC, The Pinnacle Financial Group, Citigroup, Vanderbilt Securities, LLC, and Vanderbilt Advisory Services. Daniel has passed the Series 66 regulatory exam and is registered to provide services in New York and Texas. Currently, Daniel is part of Vanderbilt Advisory Services, which operates out of Woodbury, New York. The firm has 25 offices and 107 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Vanderbilt Advisory Services includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Vanderbilt Advisory Services Brokerage Details
$1,103,544,071
107
5,069
$217,704
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Daniel Nelson Work History
Vanderbilt Securities, LLC
Vanderbilt Advisory Services
Citigroup
Lpl Financial, LLC
The Pinnacle Financial Group
Capital One Sharebuilder, Inc
Sharebuilder 401K
Capital One Financial Advisors
Ameriprise Financial Services Inc
Disclosures
Please visit the SEC profile of Daniel Nelson 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 Vanderbilt Advisory Services
Brookline, MA
Hudson, MA
Woodbury, NY
Woodbury, NY
Warwick, NY
Woodbury, NY
Fruitland Park, FL
Santa Rosa, CA
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