Daniel Spiegel
Daniel Spiegel is a registered investment advisor at Vcp Financial LLC, based in Staten Island, NY, with 21 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 411 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are negotiable depending on the client's needs and complexity.
Fee Estimator
Location
2535 Victory Boulevard, Staten Island, NY, 10314
Get directionsHistory
Regulatory History (2)
Regulatory
January 2025Customer Dispute
June 2006Other Business ActivitiesSells Insurance
Danny is a co-founder/managing partner of Life 143, LLC, selling life and health insurance, dedicating a few hours per week. He is also a co-founder/managing partner of Vessel Capital Management, LLC, Vessel Capital Partners, LLC, and Vessel Capital Advisors, dedicating about half of his time to client portfolio management.
Employment History
Current Registrations
Vcp Financial LLC
Previous Registrations
Sterne Agee Asset Management, INC.
SA Stone Wealth Management INC.Broker
Synergy Investment Group, LLC
Synergy Investment Group, LLCBroker
Reuven Enterprises Securities Division, LLCBroker
Meyers Associates, L.P.Broker
Salomon Grey Financial CorporationBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.