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Daniel Nessim

Iht Wealth Management LLC
36 Years of Experience
Great Neck, NY
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Daniel Nessim is a registered investment advisor at Iht Wealth Management LLC, based in Great Neck, NY, with 36 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 25,536 clients with $9.8B in assets under management.

Iht Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
160 advisors
Number of Clients
25,536 clients
Average Client Portfolio
$384K average
Assets Under Management
$9.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

IHT Wealth Management may charge an annual fee of up to 2% of assets under management. Fees are individually negotiated with each client, and smaller accounts may be subject to higher fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

40 Cuttermill Road, Suite 205, Great Neck, NY, 11021

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
April 2006
Final
Customer Dispute
August 2002
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Daniel is involved in several investment-related businesses, including A & C Management Group, LTD where he sells non-variable insurance products, and multiple DBAs for his LPL business. He also provides investment advisory services through IHT Wealth Management and its DBA, Bridge Benefits Group, dedicating a significant amount of time to these activities.

Employment History
Current Registrations
Iht Wealth Management LLC
July 2021 - Present · 5 yrs 3 mos
LPL Financial LLCBroker
May 2016 - Present · 10 yrs 5 mos
Previous Registrations
Ameritas Investment CORP.Broker
February 2009 - June 2016 · 7 yrs 4 mos
Cambridge Investment Research, INC.Broker
January 2008 - March 2009 · 1 yr 2 mos
American Portfolios Financial Services, INC.Broker
May 2003 - January 2008 · 4 yrs 8 mos
Yankee Financial Group, INC.Broker
December 2002 - May 2003 · 5 mos
Wise Planning CORP.Broker
April 2002 - December 2002 · 8 mos
Signator Investors, INC.Broker
June 2001 - April 2002 · 10 mos
Allmerica Investments, INC.Broker
September 1999 - June 2001 · 1 yr 9 mos
Eq Financial Consultants, INC.Broker
July 1990 - August 1999 · 9 yrs 1 mo
The Equitable Life Assurance Society of the United StatesBroker
July 1990 - August 1999 · 9 yrs 1 mo
State Registrations8 states
COCTFLMANCNJNYPR
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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