Daniel Menton is a CFP-designated registered investment advisor at Citizens Private Wealth, based in New York, NY, with 27 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 Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 3 more. Their firm serves 2,567 clients with $17B 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 $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $50.0M | 0.70% |
| $50M+ | 0.55% |
Fees may be reduced or waived based on account size, complexity, and family relationships. Legacy clients may be subject to separate wrap fees or fixed-income-only schedules.
Fee Estimator
Location
1301 AVENUE OF THE AMERICAS, 2nd FLOOR, New York, NY, 10019
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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 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.
Employment History
Current Registrations
Citizens Private Wealth
Citizens Securities, INC.
Citizens Securities, INC.Broker
Previous Registrations
Flagstar Advisors, INC.
Flagstar Advisors, INC.
Flagstar AdvisorsBroker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Hsbc Brokerage (USA) INC.Broker
Republic Financial Services CorporationBroker
State Registrations29 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.
Exams
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