Jonathan
Danise
Adirondack Retirement Specialists
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About this Advisor
Jonathan Danise is a financial advisor operating out of Queensbury, New York with a total of 1 year of industry experience. Danise is an employee of Adirondack Retirement Specialists. Throughout their career, they have worked at Nylife Securities LLC, New York Life Insurance Company, Suny Oswego, Glenville Queen Family Restaurant, Adirondack Retirement Specialists and American Portfolios Financial Services Inc. Danise has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in New York. Adirondack Retirement Specialists is a financial advisory business headquartered in Queensbury, NY. It has $218 million in assets under management among its 995 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 995 client accounts, just 9% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The firm offers a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually vary depending on which service is provided. Fees billed by Adirondack Retirement Specialists typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Adirondack Retirement Specialists Brokerage Details
$217,482,518
6
995
$218,575
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jonathan Danise Work History
Jonathan has been registered as a financial advisor for 1 years.*
Adirondack Retirement Specialists
American Portfolios Financial Services Inc
Glenville Queen Family Restaurant
Nylife Securities LLC
New York Life Insurance Company
Glenville Queen Family Restaurant
Suny Oswego
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Danise 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 Adirondack Retirement Specialists
Queensbury, NY
Queensbury, NY
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