Nilsa Michelle Daniel

Employer firm

Opus Financial Advisors, Inc. CRD 118742

$30.0M regulatory AUM 374 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 06/2017
  Fidelity Brokerage Services Llc
  Durham, NC
• 07/2017 → 03/2019
  Morgan Stanley
  Chapel Hill, NC
• 03/2019 → 11/2023
  Fsc Securities Corporation
  Chapel Hill, NC
• 11/2023 → 05/2026
  Osaic Wealth, Inc.
  Chapel Hill, NC
• 05/2026 → Present
  Lpl Financial Llc
  Chapel Hill, NC

Previous Registrations

• 2023-11-03 → 2024-06-25
  Osaic Wealth, Inc.
  Statesville, NC
  Chapel Hill, NC
• 2019-03-19 → 2023-11-03
  Fsc Securities Corporation
  Chapel Hill, NC
• 2017-08-11 → 2019-04-01
  Morgan Stanley
  Chapel Hill, NC

Other Businesses

1) 2026-05-11 - Michelle Daniel, Notary - Notary - N - at reported business location(s) - 2026-04-13 - 1hrs/mth - 1hrs/mth during trading 2) 2026-05-11 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Opus Financial Advisors - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2026-04-13 - 160hrs/mth - 160hrs/mth during trading 3) 2026-05-13 - Michelle Daniel, Insurance - Non-Variable Insurance - Y - at reported business location(s) - 2026-04-13 - 5hrs/mth - 5hrs/mth during trading

Exams

• S66 Uniform Combined State Law Examination
  2016-10-22

Other Names

• Nilsa Michelle Jirau
• Michelle Daniel