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Nathan Ives Daniel

4 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,492 clients
Average Client Portfolio
$479K average
Assets Under Management
$714.9M

Fee Structure

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Location

100 Vanguard Blvd, Malvern, PA, 19355

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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 Activities

Nathan is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. This appears to be his primary employment.

Employment History
Current Registrations
Market Street Wealth Management
October 2025 - Present · 4 mos
USA Financial Securities LLCBroker
October 2025 - Present · 4 mos
Previous Registrations
Vanguard Advisers, INC.
April 2024 - October 2025 · 1 yr 6 mos
Vanguard Marketing CorporationBroker
July 2021 - October 2025 · 4 yrs 3 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.