AdvisorOS Directory
Claim Profile
DL

Daniel Seth Loeb

TRAWLER CAPITAL MANAGEMENT LLC·ROSLYN, New York
Unclaimed Profile
1044 NORTHERN BOULEVARD,, ROSLYN, NY 11576CRD# 2141296Firm CRD# 286000
01

About

Daniel Seth Loeb is a registered financial advisor based in ROSLYN, New York, affiliated with TRAWLER 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
TRAWLER CAPITAL MANAGEMENT LLC
TRAWLER CAPITAL MANAGEMENT LLC
AUM
$332M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at TRAWLER CAPITAL MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2141296
Firm CRD# 286000
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ROSLYN?

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

Browse ROSLYN 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 Daniel Seth Loeb offer?
Daniel Seth Loeb specializes in Retirement Planning. Contact their office in ROSLYN, New York for a consultation.
What are Daniel Seth Loeb's credentials?
Daniel Seth Loeb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Seth Loeb located?
Daniel Seth Loeb is based in ROSLYN, New York, working with TRAWLER CAPITAL MANAGEMENT LLC. Their office serves clients in the ROSLYN metropolitan area and surrounding communities.
How does Daniel Seth Loeb charge for services?
Daniel Seth Loeb'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 TRAWLER CAPITAL MANAGEMENT LLC?
TRAWLER CAPITAL MANAGEMENT LLC has approximately 8 employees and manages $332M 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 ROSLYN
Lawrence Ross Morgenthal — SOUNDLINK PARTNERS, LLCThomas Michael Bonanno — SOUNDLINK PARTNERS, LLCLawrence Howard Levy — IKE CAPITAL, LLCMartin W Harper — BROADWAY FINANCIAL MANAGEMENT LLCSean Garrett Simon — SOUNDLINK PARTNERS, LLC
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