Morgan Stanley
47yrs
Top advisor by experience in New York
23yrs
Daniel Simmonds
Full name on record: Daniel William Simmonds
Financial advisor at Beechnut Capital Management
Daniel Simmonds has worked in the financial industry for 23 years and is a fiduciary financial advisor based in New York, New York. After two years at Wells Fargo Advisors, Daniel joined Beechnut Capital Management in 2022, a firm offering investment management. Daniel holds the CFA designation.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?Top 25% by experience in New York
OfficeNew York, NY
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.67 million
States licensed ?1 state
Services through Beechnut Capital Management
Investment management for individuals and small businesses
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
- 2022 – nowBeechnut Capital Management LLCCurrent firm
- Mar 2021 – Dec 2021Beechnut Capital Management LLCPreviously
- 2004 – 2007Wells Fargo Clearing Services, LLCPreviously
Contact Daniel
(914) 282-8804Beechnut Capital Management main office New York, NYOffice · Get directions Firm websitewww.beechnutcap.comIs 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.
- 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 Beechnut Capital Management at (914) 282-8804 and ask for Daniel Simmonds. Daniel works from the New York, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2003, about 23 years. Top 25% by experience in New York.
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?
Beechnut Capital 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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