Morgan Stanley
47yrs
Top advisor by experience in New York
33yrs
Daniel Shepler has worked in the financial industry for 33 years and is a financial advisor based in New York, New York. Daniel joined UBS Financial Services in 2002, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience33 years (since 1993)
How that compares ?Top 9% by experience in New York
Office299 Park Avenue 8th, 9th, & 11th Floors, New York, NY 10171
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?2 states
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational 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.
Series 63Uniform Securities Agent State Law Examination
Career
- 2002 – nowUBS Financial Services Inc.Current firm
Contact Daniel
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Daniel. 299 Park Avenue 8th, 9th, & 11th FloorsNew York, NY 10171Office · Get directions LinkedIn pageUBS Financial Services
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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
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About Daniel
How do I contact Daniel?
Call UBS Financial Services at (201) 352-3000 and ask for Daniel Shepler. Daniel works from the New York, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1993, about 33 years. Top 9% by experience in New York.
What licenses does Daniel hold?
Series 63. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Daniel paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other 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.
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