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Daniel Reisbacher

Investment adviser representative at Msh Capital Advisors LLC
15 yearsExperience
1 stateRegistered in
$1.3BFirm assets
9 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed 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

15 years in the industry.

  1. Msh Capital Advisors, LLCOct 2018 to now
  2. M. S. Howells & Co.Oct 2018 to now
  3. Edward JonesFeb 2017 to Sep 2018
  4. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2011 to Feb 2017

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 1 state (AZ).

Msh Capital Advisors LLC

$1.3BAssets managed
2,361Clients
20Advisers
9 yearsIn 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
5543698
Firm CRD
157835
Advisor's SEC record (opens in a new tab)
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