Nathan Ives Daniel
Investment adviser representative at Market Street Wealth Management
10 yearsExperience
1 stateRegistered in
$837MFirm assets
11 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Market Street Wealth ManagementOct 2025 to now
- USA Financial SecuritiesOct 2025 to now
- VanguardMar 2021 to Sep 2025
- ConcentraMay 2020 to Mar 2021
- Messiah CollegeAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
Market Street Wealth Management
Legal name: Market Street Wealth Management, LLC
$837MAssets managed
1,052Clients
12Advisers
11 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
- 7365896
- Firm CRD
- 155157