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Daniel McNulty

Tangent Capital Partners, LLC

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About Daniel McNulty

Daniel McNulty is a financial advisor with Tangent Capital Partners, LLC. He is registered to provide investment advice in Connecticut and New York. He has a Series 7, Series 63, Series 79, and Series 82TO license and is a holder of the SIE exam. Daniel has been in the securities industry since May 18, 2017 and has held previous positions with StillPoint Capital, LLC, BFIN Securities US LLC, and Brookfield Private Advisors LLC.

Firm Information

Daniel McNulty is currently registered with Tangent Capital Partners, LLC. Tangent Capital Partners, LLC is a Limited Liability Company formed on November 7, 2007. The firm is registered with the SEC and in 29 states.

Not reported

Assets Under Management

Not reported

Total Clients

9

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.

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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Daniel McNulty’s Registration & Firm History

NJ

10/31/2019 - Present

Tangent Capital Partners, LLC (SHORT HILLS NJ)

FL

07/01/2019 - 11/05/2019

STILLPOINT CAPITAL, LLC (TAMPA FL)

NY

07/13/2017 - 01/18/2019

BFIN SECURITIES US LLC (NEW YORK NY)

NY

12/07/2016 - 07/13/2017

BROOKFIELD PRIVATE ADVISORS LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/06/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2017

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 12/07/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel McNulty.
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