Morgan Stanley
47yrs
Top advisor by experience in New York
21yrs
Daniel Sterling
Full name on record: Daniel Ryan Sterling
Financial advisor at Nerdwallet Wealth Partners
Daniel Sterling is a fiduciary financial advisor in New York, New York, with 21 years in the industry. Daniel joined Nerdwallet Wealth Partners in 2025, after five years at Future YOU Wealth and four years at Capital Bank and Trust. Daniel holds the CFA designation.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?Top advisor by experience at Nerdwallet Wealth Partners
Office123 William Street 21st Floor, New York, NY 10038
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$378,737
Advisors at the firm17
States licensed ?1 state
Services through Nerdwallet Wealth Partners
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Aug 2025 – nowNerdwallet Wealth Partners, LLCCurrent firm
- 2020 – 2025Future YOU WealthPreviously
- 2016 – 2019Capital Bank and Trust CompanyPreviously
- Nov 2015 – Jan 2016Capital Guardian Trust CompanyPreviously
Contact Daniel
(917) 275-7821Nerdwallet Wealth Partners main office 123 William Street 21st FloorNew York, NY 10038Office · Get directions
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- 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 Nerdwallet Wealth Partners at (917) 275-7821 and ask for Daniel Sterling. Daniel works from the New York, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2005, about 21 years. Top advisor by experience at Nerdwallet Wealth Partners.
What licenses does Daniel hold?
Series 63, 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?
Nerdwallet Wealth Partners reports being paid by a percentage of the assets they manage, 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.
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