Daniel John Menton

CFP

Citizens Private Wealth

26 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Citizens Private Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

81 advisors

Number of Clients

2,073 clients

Average Client Portfolio

$5.9M average

Assets Under Management

$12.2B

Fee Structure

Minimum Investment:$3M

Location

78-27 37th Avenue, 2nd Floor, Jackson Heights, NY, 11372

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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.

Other Business Activities

Daniel is a Group Director Investments - Senior Vice President at New York Community Bancorp (NYCB). This investment-related activity commenced in June 2024 and requires weekly time, including during trading hours.