Unclaimed
Edward Daniele is a registered investment advisor representative with Anos Capital, LLC. Edward has been in the financial industry for over 30 years and has experience in a variety of areas, including portfolio management, securities trading, and investment advisory services. Edward is a registered representative with FINRA and is also licensed to sell securities in a number of states. Edward is committed to providing his clients with personalized financial advice and helping them achieve their financial goals. Edward Daniele is a securities and investment advisory professional with a long history of service in the financial industry.
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.
Portfolio transition management services
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.
Negotiated fees based on transition accounts-item 10 in brochure
1
2
NY
02/23/2021 - Present
Anos Capital, LLC (NEW YORK NY)
NY
10/06/2009 - 07/05/2017
TD PRIME SERVICES LLC (NEW YORK NY)
NY
06/01/2009 - 09/01/2009
THE GRISWOLD COMPANY, INCORPORATED (NEW YORK NY)
NY
01/21/1994 - 05/01/2009
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
08/27/1992 - 12/21/1993
WALL STREET INVESTOR SERVICES (NEW YORK NY)
MN
01/01/1991 - 05/08/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/01/1991 - 05/08/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
12/22/1989 - 12/04/1990
ALEX. BROWN & SONS INCORPORATED
NY
12/18/1984 - 10/10/1989
WALL STREET CLEARING COMPANY (NEW YORK NY)
IA
Issued 07/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/07/2011
Series 14 - Compliance Officer Examination
BC
Issued 12/07/1993
Series 24 - General Securities Principal Examination
BC
Issued 07/09/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/18/1985
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2011
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 06/23/2011
Series 25 - NYSE Trading Assistant Examination
BC
Issued 07/17/2001
Series 3 - National Commodity Futures Examination
BC
Issued 06/26/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/11/1990
Series 15 - Foreign Currency Options Examination
BC
Issued 07/29/1988
Series 5 - Interest Rate Options Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
Not sure Edward Daniele is the right advisor for you? Invested Better is here to help.