Nicholas James Daniels

Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 05/2024 → Present
  Advisory Services Network, Llc
  Atlanta, GA
• 01/2023 → Present
  Apex Tax Advisors Llc
  Moorestown, NJ
• 08/2009 → 06/2018
  David Mitchell Incorporated
  Voorhees, NJ
• 03/2018 → 06/2018
  Richard Hatch Cpa
  Moorestown, NJ
• 06/2018 → 11/2018
  Unified Door And Hardware Group
  Pennsauken, NJ
• 12/2018 → 09/2021
  Richard Hatch Cpa
  Moorestown, NJ
• 09/2021 → 12/2022
  Gold Gerstein Group Cpa Llc
  Moorestown, NJ

Other Businesses

APEX TAX ADVISORS, LLC: ENROLLED AGENT DOING TAX PREPARATION SINCE 01/2023. HOURS SPENT DURING TAX SEASON ARE 160 HRS/MONTH, ALL DURING TRADING HOURS; HOURS SPENT OUTSIDE OF TAX SEASON ARE 25 HRS/MONTH, ALL DURING TRADING HOURS. NOT INVESTMENT RELATED ACTIVITY. INDEPENDENT INSURANCE AGENT: SELLING AND SERVICING LIFE/FIXED INSURANCE; 1 HOUR/MONTH, 1 HOUR DURING TRADING HOURS, INVESTMENT RELATED ACTIVITY.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-27