Osaic Wealth
43yrs
Top advisor by experience in Jericho
18yrs
Daniel Scheinthal
Financial advisor at UBS Financial Services
Daniel Scheinthal is a fiduciary financial advisor in Jericho, New York, with 18 years in the industry. After six years at Merrill and two years at Morgan Stanley, Daniel joined UBS Financial Services in 2021, a firm offering financial planning, investment management, and retirement plan consulting. UBS Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 261 advisors with offices in Jericho, and one of 221 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 55% of advisors in New York
Office1 Jericho Plaza, Jericho, NY 11753
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 ?1 state
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 66Uniform Combined State Law Examination
Career
- 2021 – nowUBS Financial Services Inc.Current firm
- 2011 – 2016MerrillPreviously
- Jun 2009 – Apr 2011Morgan StanleyPreviously
- Mar 2009 – Jun 2009Citigroup Global Markets Inc.Previously
Contact Daniel
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Daniel. 1 Jericho PlazaJericho, NY 11753Office · Get directions LinkedIn pageUBS Financial Services
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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 UBS Financial Services at (201) 352-3000 and ask for Daniel Scheinthal. Daniel works from the Jericho, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2009, about 18 years. More experience than 55% of advisors in New York.
What licenses does Daniel hold?
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?
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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