Daniel Velez is a CFP-designated registered investment advisor at Ernst & Young Investment Advisers LLP, based in Secaucus, NJ, with 16 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 30 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
200 Plaza Drive, Suite 2222, Secaucus, NJ, 07094
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Ernst & Young Investment Advisers LLP
Previous Registrations
Amerivest Investment Management, LLC
TD Ameritrade, INC.
State Registrations1 state
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