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Daniel Alexander Reynolds

Wilmington Capital Securities, LLC

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About Daniel Alexander Reynolds

Daniel Alexander Reynolds is a financial advisor with Wilmington Capital Securities, LLC. Daniel is a registered representative with FINRA and is licensed to sell securities in Florida. He earned the Series 63, Series 7TO and SIE licenses. Daniel has experience working with high-net-worth individuals, corporations or other businesses and individuals other than high-net-worth individuals. Daniel focuses on financial planning and portfolio management for individuals.

Firm Information

Daniel Reynolds is currently registered with Wilmington Capital Securities, LLC. Wilmington Capital Securities, LLC is a Limited Liability Company registered in New York in 2004. The firm provides financial planning and portfolio management for individuals and businesses. They also offer wrap fee programs. Wilmington Capital Securities, LLC is registered with the SEC and with 49 state regulators. They manage approximately $243 million in assets and serve a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
Wilmington Capital Securities, LLC

600 OLD COUNTRY ROAD

GARDEN CITY, NY 11530

$243.01M

Assets Under Management

225

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Reynolds’s Registration & Firm History

FL

01/22/2024 - Present

Wilmington Capital Securities, LLC (Lauderdale by the Sea FL)

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Licenses & Designations

BC

Issued 03/13/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/22/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/10/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Alexander Reynolds.
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