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Edward Robert Daniele

Anos Capital, LLC

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About Edward Robert Daniele

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.

Firm Information

Edward Daniele is currently registered with Anos Capital, LLC. Anos Capital, LLC is a Limited Liability Company formed in 2016. The firm provides portfolio transition management services. Anos Capital, LLC is registered with the SEC and in all 50 states, as well as the District of Columbia and the Virgin Islands.

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.

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portfolio transition management services

Portfolio transition management services

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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other

Negotiated fees based on transition accounts-item 10 in brochure

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Edward Daniele’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Edward Robert Daniele.
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