Daniel Reuben Nessim

Employer firm

Iht Wealth Management LLC CRD 171481

$9.80B regulatory AUM 326 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 02/2003 → 08/2017
  A & C Managment Group
  Great Neck, NY
• 03/2004 → Present
  Ameritas Life Insurance Corp Of New York
  New York, NY
• 05/2016 → Present
  Lpl Financial, Llc
  Great Neck, NY
• 06/2016 → 10/2020
  Private Advisor Group, Llc
  Great Neck, NY
• 09/2020 → Present
  Iht Wealth Management
  Great Neck, NY

Other Businesses

1. 7/14/2016: A & C Management Group, LTD - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Investment Related - Started 02/10/03 - 100 Hours Per Month/7 Hours During Securities Trading - Insurance Types: Life, Health, Disability, LTC, Fixed Annuities. 2. 8/12/2016: PRB Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/22/16 - 100 Hours Per Month/7 Hours During Securities Trading. 3. 8/22/2017: The Nessim Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/21/2017 - 15 Hours Per Month During Securities Trading. 4. 3/29/2018 - Nessim Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - DBA for LPL Business (entity for LPL business) - Started 08/21/2017 - 15 Hours Per Month During Securities Trading. 5. 9/4/2020 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/01/2020 - 100 Hours Per Month/7 Hours During Securities Trading - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 09/2020. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 2/9/2021 - IHT Wealth Management - DBA: (Hybrid) Bridge Benefits Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 09/01/2020 - 20 Hours Per Month/4 Hours During Securities Trading. 7. 2/17/2021 - Bridge Benefits Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/20/2021 - 20 Hours Per Month/4 Hours During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-12-26

Other Names

• Danny Nessim