Daniel Bierals
Daniel Bierals is a registered investment advisor at Osaic Wealth, INC., based in Morristown, NJ, with 33 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1 Cattano Avenue, Suite 10, Morristown, NJ, 07960
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is a referral associate for Weichert Realtors, an independent insurance agent selling various insurance products, and a Certified Divorce Financial Analyst. He also helps with administrative duties for Electrical Design Institute and acts as a financial advisor for his own firm, Bierals Wealth Management, LLC, which takes up nearly all of his time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
World Equity Group, INC.
World Equity Group, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Labranche Financial Services, LLCBroker
Linsco/private Ledger CORP.Broker
Jefferies & Company, INC.Broker
Knight Securities, L.P.Broker
Natwest Investor Services CorporationBroker
Uslife Equity Sales CORP.Broker
State Registrations9 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.