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Daniel Brook Wanzenberg

MOODY ALDRICH PARTNERS, LLC·MARBLEHEAD, Massachusetts
Unclaimed Profile
18 SEWALL STREET, MARBLEHEAD, MA 01945CRD# 2524671Firm CRD# 106920
01

About

Daniel Brook Wanzenberg is a registered financial advisor based in MARBLEHEAD, Massachusetts, affiliated with MOODY ALDRICH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
MOODY ALDRICH PARTNERS, LLC
MOODY ALDRICH PARTNERS, LLC
AUM
$802M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at MOODY ALDRICH PARTNERS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2524671
Firm CRD# 106920
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Brook Wanzenberg offer?
Daniel Brook Wanzenberg specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in MARBLEHEAD, Massachusetts for a consultation.
What are Daniel Brook Wanzenberg's credentials?
Daniel Brook Wanzenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Brook Wanzenberg located?
Daniel Brook Wanzenberg is based in MARBLEHEAD, Massachusetts, working with MOODY ALDRICH PARTNERS, LLC. Their office serves clients in the MARBLEHEAD metropolitan area and surrounding communities.
How does Daniel Brook Wanzenberg charge for services?
Daniel Brook Wanzenberg's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MOODY ALDRICH PARTNERS, LLC?
MOODY ALDRICH PARTNERS, LLC has approximately 16 employees and manages $802M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MARBLEHEAD
Alexander Schweickhardt — LITTLE HARBOR ADVISORS, LLCRobert Charles Barringer — MOODY ALDRICH PARTNERS, LLCScott Michael Spangler — MOODY ALDRICH PARTNERS, LLCJoseph Francis Stowell Iii — HARVEST FUNDS MANAGEMENT, LLCRichard Joseph Bonzagni — MOODY ALDRICH PARTNERS, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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