Private Advisor Group
47yrs
Top advisor by experience at Private Advisor Group
32yrs
Daniel Bierals has worked in the financial industry for 32 years and is a fiduciary financial advisor based in Morristown, New Jersey. After 12 years at World Equity Group and four years at New England Securities, Daniel joined Osaic Wealth in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Osaic Wealth reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1155 advisors with offices in Morristown, and one of 1029 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 13% by experience nationwide
Office1 Cattano Avenue Suite 10, Morristown, NJ 07960
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowOsaic Wealth, Inc.Current firm
- 2012 – 2023World Equity Group, Inc.Previously
- 2008 – 2012New England SecuritiesPreviously
Contact Daniel
1 Cattano Avenue Suite 10Morristown, NJ 07960Office · Get directions Firm main line(800) 821-5100Headquarters: Osaic Wealth · Scottsdale, AZ
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Osaic Wealth at (800) 821-5100 and ask for Daniel Bierals. Daniel works from the Morristown, NJ office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1994, about 32 years. Top 13% by experience nationwide.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Morgan Stanley
47yrs
Top 1% by experience in Morristown
Morgan Stanley
47yrs
Top 1% by experience in Morristown
Raymond James Financial Services Advisors
46yrs
Top 1% by experience in Morristown
Morgan Stanley
46yrs
Top 1% by experience in Morristown
Morgan Stanley
45yrs
Top 1% by experience in Morristown