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DW
DW

Daniel Wilson

Atcap Partners, LLC
8 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
Atcap Partners, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
218 clients
Average Client Portfolio
$289K average
Assets Under Management
$62.9M

Fee Structure

Location

Riverview, FL

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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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Employment History
Current Registrations
Atcap Partners, LLC
January 2023 - Present · 3 yrs 1 mo
Ceros Financial Services, INC.
January 2023 - Present · 3 yrs 1 mo
Ceros Financial Services, INC.Broker
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Morgan Stanley
June 2022 - February 2023 · 8 mos
Morgan StanleyBroker
June 2022 - February 2023 · 8 mos
Raymond James & Associates, INC.
July 2020 - May 2022 · 1 yr 10 mos
Raymond James & Associates, INC.Broker
July 2020 - May 2022 · 1 yr 10 mos
Charles Schwab & CO., INC.
May 2020 - July 2020 · 2 mos
Charles Schwab & CO., INC.Broker
May 2020 - July 2020 · 2 mos
USAA Investment Management Company
July 2019 - May 2020 · 10 mos
USAA Financial Advisors, INC.Broker
July 2019 - May 2020 · 10 mos
Morgan Stanley
June 2017 - May 2019 · 1 yr 11 mos
Morgan StanleyBroker
May 2017 - May 2019 · 2 yrs
State Registrations3 states
FLGAMD
AdvisorBrokerBoth
Exams
No exam information available for this advisor.