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Oliver J Daniel

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Oliver J Daniel · RIVERHEAD, NY
Registration
CRD #7235252 · SPRUCE POINT CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Other Advisors at SPRUCE POINT CAPITAL MANAGEMENT, LLC

Benjamin Elliot Axler
NEW YORK, NY
Sean Devine Donohue
NEW YORK, NY

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