Morgan Stanley
47yrs
Top advisor by experience in New York
33yrs
Daniel Baumgartner
Financial advisor at Terra Nova Asset Management
Daniel Baumgartner has worked in the financial industry for 33 years and is a financial advisor based in New York, New York. Daniel joined Terra Nova Asset Management in 2020, a firm offering investment management. The firm is paid through a percentage of assets.
At a glance
Experience33 years (since 1993)
How that compares ?Top 8% by experience in New York
Office747 Third Avenue, New York, NY 10017
How the firm is paid ?Percent of assets
Typical client at the firm ?$3.19 million
Advisors at the firm2
States licensed ?2 states
Services through Terra Nova Asset Management
Investment management for individuals and small businessesInvestment management for businesses and institutionsNewsletters and publications
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
- 2020 – nowTerra Nova Asset Management LLCCurrent firm
Contact Daniel
(212) 355-1234Terra Nova Asset Management main office 747 Third AvenueNew York, NY 10017Office · Get directions Firm websiteHTTP://WWW.TERRANOVAUSA.COM
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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?
- 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 Terra Nova Asset Management at (212) 355-1234 and ask for Daniel Baumgartner. 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 8% 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?
Terra Nova Asset Management 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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