Daniel
Nelson

Vanderbilt Advisory Services

CRD#5512198
Investment Advisor
in Woodbury, NY

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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

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

125 Froehlich Farm Blvd.
Woodbury, NY 11797

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Vanderbilt Advisory Services Brokerage Details

Total Assets Under Management

$1,103,544,071

NY Average: $7,464,549,021
Total Number of Employees

107

NY Average: 88
Total Number of Accounts

5,069

NY Average: 3,892
Average Account Size

$217,704

NY Average: $1,917,921

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

2023 - Present (1 year)

Vanderbilt Securities, LLC

2023 - Present (1 year)

Vanderbilt Advisory Services

2017 - 2023 (6 years)

Citigroup

2016 - 2017 (1 year)

Lpl Financial, LLC

2016 - 2017 (1 year)

The Pinnacle Financial Group

2015 - 2016 (1 year)

Capital One Sharebuilder, Inc

2015 - 2016 (1 year)

Sharebuilder 401K

2014 - 2016 (2 years)

Capital One Financial Advisors

2013 - 2014 (1 year)

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

Ruth Arriaza
Woodbury, NY
Yonatan Schreiber
Brookline, MA
Kerim Tulun
Warwick, NY
Hillary Brevig
Woodbury, NY
Thomas Kelly
Woodbury, NY
Gregory Mistovich
Hudson, MA
Frank Zukowski
Woodbury, NY
Max Mintz
Woodbury, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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