Daniel Gregory Nigito

Employer firm

Seia CRD 108163

$22.5B regulatory AUM 114 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2012 → 12/2020
  Mercap Securities, Llc
  Paoli, PA
• 01/2015 → Present
  Market Street Financial Advisors, Llc
  Bethlehem, PA
• 07/2015 → 12/2020
  Mercap Advisors, Inc.
  Paoli, PA
• 01/2016 → 01/2017
  Coast To Coast Financial Network
  Bethlehem, PA
• 12/2020 → 06/2024
  Cadaret, Grant & Co., Inc.
  Bethlehem, PA
• 04/2021 → 06/2024
  Cedar Brook Financial
  Bethlehem, PA
• 06/2024 → Present
  Ses Llc
  Bethlehem, PA
• 06/2024 → Present
  Seia Llc
  Bethlehem, PA

Previous Registrations

• 2021-04-14 → 2024-12-19
  Cedar Brook Group
  Cleveland, OH
  Bethlehem, PA
• 2020-12-17 → 2024-06-17
  Cadaret, Grant & Co., Inc.
  Bethlehem, PA
  Syracuse, NY
  Syracuse, NY
  Syracuse, NY
  Syracuse, NY
• 2015-08-11 → 2020-12-18
  Mercap Advisors, Inc.
  Paoli, PA
• 2012-01-10 → 2016-01-05
  Merion Wealth Partners, Llc
  Paoli, PA
  Bethlehem, PA
• 2009-03-31 → 2012-01-10
  The Strategic Financial Alliance, Inc.
  Atlanta, GA
  Bethlehem, PA
  Palmer, PA
  Bethlehem, PA
  Bethlehem, PA
• 2004-02-24 → 2010-08-04
  Market Street Financial Advisors, Llc
  Bethlehem, PA

Other Businesses

1. AMERICAN PHILANTHROPIC ADVISORS,LLC, BETHLEHEM PA, DESIGN & ADMINISTRATION OF CHARITABLE TRUSTS, NOT INVESTMENT RELATED, OWNER, OVERSEE OPERATIONS-PUBLIC APPEARANCES ON CHARITABLE GIVING. APPROX. #OF HOURS PER MONTH DEVOTED TO THIS ACTIVITY:50 HOURS. APPROX. 40 HR/MONTH, 30 HOURS DURING TRADING, STARTED:09/20/2021. 100% OWNERSHIP (SINGLE MEMBER LLC - I AM SOLE OWNER). COMPENSATED:FEES-SERVICE, ADMIN. AND SPEAKING; BOOK ROYALTIES. NO INVESTMENT OR INSURANCE COMMISSIONS. 2. Nigito Financial Group, LLC, 14 W Market Street, Bethlehem, PA, not investment related, Real Estate Holding Co, owner since 01/2005, 5 hours per month, 0 during trading. 3. INSURANCE LICENSE - PRODUCER POSITION: Insurance License Holder NATURE: Insurance sales & service. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 6-14-2024 ADDRESS: 14 West Market Street, Bethlehem PA, 18018, United States DESCRIPTION: Insurance sales and service consistent with financial planning. 4. SEIA LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 6-14-2024 ADDRESS: 60 West Broad Street, Suite 200, Bethlehem PA, 18018, United States DESCRIPTION: RIA sales & service

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-10-12

Designations

• Certified Financial Planner

Other Names

• Daniel G Nigito