DM
DM

Daniel M Mcnicholas

14 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningCharitable Giving
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
97 advisors
Number of Clients
7,910 clients
Average Client Portfolio
$625K average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:None
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Location

105 Maxess Rd., Suite 314, Melville, NY, 11747

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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 ActivitiesSells Insurance

Daniel operates his LPL business under the DBA The Choice Group. He also provides investment advisory services through Gladstone Institutional Advisory LLC, dedicating about half his time to this activity. Daniel is also an agent for non-variable insurance and works as a waiter.

Employment History
Current Registrations
Gladstone Wealth Partners
May 2017 - Present · 8 yrs 9 mos
LPL Financial LLCBroker
April 2017 - Present · 8 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2011 - May 2017 · 5 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2011 - May 2017 · 5 yrs 9 mos
State Registrations18 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.