Unclaimed
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.
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.
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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2
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)
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
Active
Inactive
F
FINRA
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