AdvisorOS Directory
Claim Profile
OD

Oliver J Daniel

SPRUCE POINT CAPITAL MANAGEMENT, LLC·RIVERHEAD, New York
Unclaimed Profile
30 WEST MAIN STREET, RIVERHEAD, NY 11901CRD# 7235252Firm CRD# 288248
01

About

Oliver J Daniel is a registered financial advisor based in RIVERHEAD, New York, affiliated with SPRUCE POINT CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SPRUCE POINT CAPITAL MANAGEMENT, LLC
SPRUCE POINT CAPITAL MANAGEMENT, LLC
AUM
$335M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SPRUCE POINT CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ROYALTIES BASED ON VIEWS OF PUBLICATION
Regulatory
SEC/IARD CRD# 7235252
Firm CRD# 288248
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in RIVERHEAD?

Browse all registered financial advisors in RIVERHEAD, New York or claim this profile if it's yours.

Browse RIVERHEAD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Oliver J Daniel offer?
Oliver J Daniel specializes in Retirement Planning. Contact their office in RIVERHEAD, New York for a consultation.
What are Oliver J Daniel's credentials?
Oliver J Daniel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Oliver J Daniel located?
Oliver J Daniel is based in RIVERHEAD, New York, working with SPRUCE POINT CAPITAL MANAGEMENT, LLC. Their office serves clients in the RIVERHEAD metropolitan area and surrounding communities.
How does Oliver J Daniel charge for services?
Oliver J Daniel's firm is compensated through percentage of aum, performance-based fees, other: royalties based on views of publication. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPRUCE POINT CAPITAL MANAGEMENT, LLC?
SPRUCE POINT CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $335M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in RIVERHEAD
John Joseph Kosinski — EAST END FINANCIAL GROUP, INC.Annmarie Zilnicki — EAST END FINANCIAL GROUP, INC.Joseph John Kosinski — EAST END FINANCIAL GROUP, INC.Jack Francis Kosinski — EAST END FINANCIAL GROUP, INC.Gilbert Alan Cardillo — PECONIC ASSET PLANNING, INC.
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile