Trustee · Newsquare Capital, LLC
Jesse H. Daniels
CRD 2950332 · Named on Form ADV at one SEC-registered adviser
At a glance
Newsquare Capital, LLC, an SEC-registered wealth manager based in Newtown Square, PA with $2.4 billion in regulatory assets, lists Jesse H. Daniels on its Form ADV as Trustee, a control person.
Firms and roles
- Newsquare Capital, LLCTrusteeWealth manager · Newtown Square, PA · $2.4B in regulatory assets
AtlasMembers
Jesse’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Matthew G. WilsonChief Compliance Officer, Newsquare Capital, LLC
- Joseph V. NaselliMember, Newsquare Capital, LLC
- Christy L. HartDirector of Operations, Newsquare Capital, LLC
- Joseph S. RizzelloChief Executive Officer, Newsquare Capital, LLC
- Ryan L KirkPresident / Head of Portfolio Management, Newsquare Capital, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jesse’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.