Daniel Nardolillo is a CFP-designated registered investment advisor, based in Morristown, NJ, with 9 years of industry experience.
Location
191 Washington Avenue, 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 the Director of Operations for WealthPlan Advantage and consults for WPA West LLC, dedicating about half his time to these activities. He is also an insurance agent, selling life, health, and long-term care insurance, and offers insurance through various companies, including SRM.
Employment History
Current Registrations
Apw Capital, INC.
Apw Capital, INC.Broker
Summit Financial, LLC
Previous Registrations
Aurora Private Wealth, INC.
Apw Capital, INC.Broker
LPL Financial LLCBroker
State Registrations2 states
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