DANIEL NICOLAS

Daniel Nicolas is a financial advisor at the Oppenheimer & Co. Inc. Red Bank, NJ office. For years, he has helped individuals and organizations devise strategies for asset accumulation, preservation, and transfer of wealth.

Daniel focuses on delivering a comprehensive approach to private wealth management that begins with listening to clients’ needs to understand their financial and personal goals and their concerns about the future. He then collaborates with clients to develop a customized proactive investment strategy, keeping in mind client risk tolerance and time horizon. This holistic, goals-based approach is essential for Daniel’s client-advisor relationship. Daniel’s focus, above all, is to provide the highest standard of service to his clients.

Daniel earned his bachelor’s in finance (BS) from Pace University, and a master’s in business administration (MBA) from University of Phoenix. In addition to his Series 7, 63, 66 and SIE registrations, he is also licensed for insurance in NY, NJ and Florida. Daniel and his wife live in Jackson, New Jersey. Daniel holds a Certificate in Investment Management Theory and Practice from Yale School of Management and is a Retirement Income Certified Professional® (RICP®) through The American College of Financial Services.

In his spare time, Daniel enjoys swimming, playing jazz piano and watching old foreign movies.