Morgan Stanley
47yrs
Top advisor by experience in New York
22yrs
Daniel Brown
Financial advisor at Transamerica Financial Advisors
Daniel Brown is a fiduciary financial advisor in New York, New York, with 22 years in the industry. Daniel joined Transamerica Financial Advisors in 2022, after two years at Edward Jones and two years at HSBC Securities (usa). Transamerica Financial Advisors offers investment management and selecting outside investment managers and is paid through a percentage of assets.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 74% of advisors in New York
Office485 Madison Avenue Floor 7 Suite 746, New York, NY 10022
How the firm is paid ?Percent of assets
Typical client at the firm ?$48,577
Advisors at the firm1,120
States licensed ?1 state
Services through Transamerica Financial Advisors
Investment management for individuals and small businessesChoosing other investment managers
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
- 2022 – nowTransamerica Financial Advisors, LLCCurrent firm
- 2008 – 2010Edward JonesPreviously
- Jun 2006 – May 2008HSBC Securities (usa) Inc.Previously
Contact Daniel
(770) 248-3271Firm headquarters in Philadelphia, PA. Ask for Daniel. 485 Madison Avenue Floor 7 Suite 746New York, NY 10022Office · Get directions LinkedIn pageTransamerica Financial Advisors
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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
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About Daniel
How do I contact Daniel?
Call Transamerica Financial Advisors at (770) 248-3271 and ask for Daniel Brown. Daniel works from the New York, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2004, about 22 years. More experience than 74% of advisors in New York.
What licenses does Daniel hold?
Series 63, Series 65, Series 66. 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?
Transamerica Financial Advisors reports being paid by a percentage of the assets they manage. 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.
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