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Daniel Mcnicholas

Gladstone Wealth Partners
15 Years of Experience
Melville, NY
BrokerSells Insurance
View SEC Summary
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Daniel Mcnicholas is a registered investment advisor at Gladstone Wealth Partners, based in Melville, NY, with 15 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, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 8,385 clients with $5.7B in assets under management.

Gladstone Wealth Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
106 advisors
Number of Clients
8,385 clients
Average Client Portfolio
$678K average
Assets Under Management
$5.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum investment management fee is 2.00% of assets under management. Fees are negotiable and may vary based on account size, complexity, and scope of services.

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

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 · 9 yrs 5 mos
LPL Financial LLCBroker
April 2017 - Present · 9 yrs 6 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
AZCACTDEFLGAILMDMEMINCNJNYPASCTXVAWI
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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