AdvisorOS Directory
Claim Profile
DN

Danielle Lori Nash

M.KRAUS & COMPANY·SHELBURNE, Vermont
Unclaimed Profile
4076 SHELBURNE ROAD, SHELBURNE, VT 05482CRD# 4907138Firm CRD# 106749
01

About

Danielle Lori Nash is a registered financial advisor based in SHELBURNE, Vermont, affiliated with M.KRAUS & COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
M. KRAUS & COMPANY
M. KRAUS & COMPANY
AUM
$494M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at M. KRAUS & COMPANY →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4907138
Firm CRD# 106749
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SHELBURNE?

Browse all registered financial advisors in SHELBURNE, Vermont or claim this profile if it's yours.

Browse SHELBURNE 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 Danielle Lori Nash offer?
Danielle Lori Nash specializes in Investment Management. Contact their office in SHELBURNE, Vermont for a consultation.
What are Danielle Lori Nash's credentials?
Danielle Lori Nash is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Danielle Lori Nash located?
Danielle Lori Nash is based in SHELBURNE, Vermont, working with M.KRAUS & COMPANY. Their office serves clients in the SHELBURNE metropolitan area and surrounding communities.
How does Danielle Lori Nash charge for services?
Danielle Lori Nash's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is M.KRAUS & COMPANY?
M.KRAUS & COMPANY has approximately 5 employees and manages $494M 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 SHELBURNE
Aileen Jane Kraus — M. KRAUS & COMPANYChristopher Michael Capano — M. KRAUS & COMPANYDenise Marie Dalton — M. KRAUS & COMPANYAntoine Troy Williams — ANTOINE WILLIAMS & ASSOCIATES WEALTH MANAGEMENT, LLCAnjeza Theodora Lemelson — LEMELSON CAPITAL MANAGEMENT, LLC
Nearby cities in Vermont
BURLINGTON (61)MONTPELIER (49)MANCHESTER (17)SOUTH BURLINGTON (17)BRATTLEBORO (13)
City Guides
BURLINGTON GuideMONTPELIER GuideMANCHESTER GuideSOUTH BURLINGTON GuideBRATTLEBORO Guide
Research
Advisor Fees in VermontNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile