Daniel Edward Nemeth
Investment adviser representative at Oaktree Advisors LLC
13 yearsExperience
1 stateRegistered in
$282.8MFirm assets
2 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Madison Avenue SecuritiesJan 2026 to now
- Oaktree Advisors, LLCDec 2025 to now
- Mcdermott Investment Services LLCJan 2013 to Dec 2025
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (PA).
Oaktree Advisors LLC
$282.8MAssets managed
386Clients
7Advisers
2 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
- 6150953
- Firm CRD
- 168271