Daniel Aurelian Nicolaescu

Employer firm

Lasting Mark Retirement Group LLC CRD 325151

$86.3M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 09/2016 → 08/2018
  New York Life Insurance Co.
  Jacksonville, FL
• 03/2015 → 09/2016
  Karma International
  Miami, FL
• 08/2018 → 05/2019
  Crystal Ballroom
  St. Augustine, FL
• 05/2019 → Present
  Freedom Wealth Services
  Ponte Vedra Beach, FL
• 08/2021 → 05/2022
  Iams Wealth Management
  Elkhorn, NE
• 05/2022 → 07/2025
  Simplicity Wealth
  Ponte Vedra Beach, FL
• 08/2025 → Present
  Lasting Mark Retirement Group Llc
  Ponte Vedra Beach, FL

Previous Registrations

• 2022-06-21 → 2025-07-23
  Simplicity Wealth
  Summit, NJ
  Ponte Vedra Beach, FL
• 2021-08-16 → 2022-06-24
  Iams Wealth Management, Llc
  Omaha, NE
  Ponte Vedra Beach, FL

Other Businesses

Freedom Wealth Services; Ponte Vedra Beach, FL; EVP/Managing Partner; Life Insurance and Annuities; Not Investment-Related; Start Date 05/2019; Approx. 80 hrs/month; 40 of which are during securities trading hours. I will be continuing to receive commission as a 1099 NEC from multiple insurance carriers that I do business with. I am working full time as the Managing Partner / Executive Vice President for Freedom Wealth Services where I am also a licensed Life, Health & Annuities Agent. I am a 1099 employee direct to each insurance carrier - I get paid commissions directly from the insurance carriers.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-02