Nicholas Edward Daniel
Investment adviser representative at Daniel Investment Group Inc.
28 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$210.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Daniel Investment Group, Inc.Mar 1997 to now
- Commonwealth Financial NetworkJan 2022 to Dec 2025
- Commonwealth Equity Services, Inc.Mar 1997 to Dec 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Daniel Investment Group Inc.
$210.1MAssets managed
214Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2269749
- Firm CRD
- 338851