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Daniel John Fred

28 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
218 clients
Average Client Portfolio
$289K average
Assets Under Management
$62.9M

Fee Structure

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Location

80 Broad Street, 29th Floor, New York, NY, 10004

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Daniel is self-employed at ATCAP Partners, LLC, providing investment advisory services. This takes about 10-20% of his time during trading hours, utilizing third-party management platforms.

Employment History
Current Registrations
Atcap Partners, LLC
July 2022 - Present · 3 yrs 7 mos
Ceros Financial Services, INC.Broker
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
National Asset Management, INC.
August 2016 - July 2022 · 5 yrs 11 mos
National Securities CorporationBroker
June 2001 - July 2022 · 21 yrs 1 mo
Solid Isg Capital Markets, LLCBroker
February 2001 - June 2001 · 4 mos
Roan-Meyers Associates, LPBroker
December 2000 - February 2001 · 2 mos
Painewebber IncorporatedBroker
October 1998 - October 2000 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1997 - September 1998 · 1 yr 2 mos
Lew Lieberbaum & CO., INC.Broker
October 1996 - July 1997 · 9 mos
State Registrations23 states
CACOCTDEFLGAILINMAMDMIMNNCNJNMNYOHOKPATXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Daniel John Fred - Financial Advisor | TrueAdvisor