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Investment adviser representative · Alexander Capital Wealth Management LLC

Menachem N. Daniels

CRD 1521504 · West Palm Beach, FL

At a glance

Menachem N. Daniels is an investment adviser representative with Alexander Capital Wealth Management LLC in West Palm Beach, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Menachem’s SEC record dates to 2000, about 26 years ago.

Current advisory firms

  • Alexander Capital Wealth Management LLCSince October 2025West Palm Beach, FL · $238M in regulatory assets
  • Integrated Retirement Advisors, LLCSince February 2019West Palm Beach, FL · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2000 (26 years)
Designations
None on file
Exams
Series 63, Series 65
Registered in
3 states
Also a broker representative
No
Disclosures on record
Yes, see the SEC record

AtlasMembers

Menachem’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
6 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.