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Daniel Palmer Wilansky

SALUS CAPITAL PARTNERS II, LLC·NEEDHAM HEIGHTS, Massachusetts
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197 FIRST AVENUE, NEEDHAM HEIGHTS, MA 02494-2816CRD# 6429166Firm CRD# 166574
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About

Daniel Palmer Wilansky is a registered financial advisor based in NEEDHAM HEIGHTS, Massachusetts, affiliated with SALUS CAPITAL PARTNERS II, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
SALUS CAPITAL PARTNERS II, LLC
SALUS CAPITAL PARTNERS II, LLC
AUM
$286M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at SALUS CAPITAL PARTNERS II, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6429166
Firm CRD# 166574
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Palmer Wilansky offer?
Daniel Palmer Wilansky specializes in Retirement Planning, Wealth Management. Contact their office in NEEDHAM HEIGHTS, Massachusetts for a consultation.
What are Daniel Palmer Wilansky's credentials?
Daniel Palmer Wilansky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Palmer Wilansky located?
Daniel Palmer Wilansky is based in NEEDHAM HEIGHTS, Massachusetts, working with SALUS CAPITAL PARTNERS II, LLC. Their office serves clients in the NEEDHAM HEIGHTS metropolitan area and surrounding communities.
How does Daniel Palmer Wilansky charge for services?
Daniel Palmer Wilansky's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SALUS CAPITAL PARTNERS II, LLC?
SALUS CAPITAL PARTNERS II, LLC has approximately 14 employees and manages $286M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NEEDHAM HEIGHTS
Jonas Mccray — SALUS CAPITAL PARTNERS II, LLCJohn Daniel Jeffries — M3 ADVISORY GROUP, LLCAndrew Moser — SALUS CAPITAL PARTNERS II, LLCRobert Kuppens — SALUS CAPITAL PARTNERS II, LLCMarc Price — SALUS CAPITAL PARTNERS II, 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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