Merrill
47yrs
Top advisor by experience in Red Bank
22yrs
Daniel Nicolas
Financial advisor at Oppenheimer & Co.
Daniel Nicolas is a fiduciary financial advisor in Red Bank, New Jersey, with 22 years in the industry. Daniel joined Oppenheimer & Co. in 2019, after two years at MML Investors Services and three years at MSI Financial Services. Oppenheimer & Co. offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 722 advisors with offices in Red Bank, and one of 670 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 66% of advisors nationwide
Office3 Harding Road, Red Bank, NJ 07701
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$609,565
Advisors at the firm1,160
States licensed ?1 state
Services through Oppenheimer & Co.
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing 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
- 2019 – nowOppenheimer & Co. Inc.Current firm
- 2017 – 2019MML Investors Services, LLCPreviously
- 2013 – 2017MSI Financial Services, Inc.Previously
Contact Daniel
Local office(732) 224-3500Ask for Daniel. (212) 668-8000Main office · New York, NY 3 Harding RoadRed Bank, NJ 07701Office · Get directions Firm websiteHTTP://WWW.OPPENHEIMER.COM
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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?
- 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 Daniel’s local office at (732) 224-3500 or the Oppenheimer & Co. main office at (212) 668-8000, and ask for Daniel Nicolas.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2004, about 22 years. More experience than 66% of advisors nationwide.
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?
Oppenheimer & Co. reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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