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Daniel Palace

BNY Mellon Securities Corp.

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About Daniel Palace

Daniel Palace is a financial advisor with BNY Mellon Securities Corp. Daniel has been in the industry since December 2005 and has a wide range of experience in the financial services industry. Daniel's areas of expertise include portfolio management for both individuals and businesses. Daniel is registered to provide investment advice in all 50 states.

Firm Information

Daniel Palace is currently registered with BNY Mellon Securities Corp.. BNY Mellon Securities Corp. is a Corporation formed in January 1968 and headquartered in NEW YORK, NY. The firm sponsors a wrap fee program and serves as a portfolio manager or model provider to third party wrap program sponsors. They manage approximately $6,124,034,792 in client assets, primarily for individuals, corporations, and other investment advisors. The firm is registered with the SEC and in all 50 states.
BNY Mellon Securities Corp.

240 GREENWICH STREET

NEW YORK, NY 10286-0001

$6.12B

Assets Under Management

Not reported

Total Clients

326

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.

Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.

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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percentage of assets

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

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Daniel Palace’s Registration & Firm History

NY

06/15/2021 - Present

BNY Mellon Securities Corp. (New York NY)

NY

08/24/2016 - 02/23/2021

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)

CO

03/28/2013 - 08/25/2016

ICON DISTRIBUTORS, INC. (GREENWOOD VILLAGE CO)

IL

07/29/2010 - 03/15/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)

IL

05/29/2007 - 07/22/2010

DWS INVESTMENTS DISTRIBUTORS, INC (CHICAGO IL)

IL

08/10/2005 - 05/16/2007

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

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Licenses & Designations

BC

Issued 08/17/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/17/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2007

Series 7 - General Securities Representative Examination

BC

Issued 08/09/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Palace.
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