RBC Capital Markets
47yrs
Top advisor by experience in Greenville
14yrs
Daniel Steele has worked in the financial industry for 14 years and is a fiduciary financial advisor based in Greenville, South Carolina. Daniel has been with Newedge Advisors since 2023; before that, Daniel spent eight years at Merrill and two years at Voya Financial Advisors. Newedge Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 749 advisors with offices in Greenville, and one of 712 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?More experience than 53% of advisors in Greenville
Office119 Manly Street, Greenville, SC 29601
FirmNewedge Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$813,531
Advisors at the firm594
States licensed ?1 state
Services through Newedge Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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.
Career
- 2023 – nowNewedge AdvisorsCurrent firm
- 2015 – 2023MerrillPreviously
- Jan 2014 – Dec 2015Voya Financial Advisors, Inc.Previously
Contact Daniel
(504) 459-4391Firm headquarters in New Orleans, LA. Ask for Daniel. 119 Manly StreetGreenville, SC 29601Office · Get directions
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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 Newedge Advisors at (504) 459-4391 and ask for Daniel Steele. Daniel works from the Greenville, SC office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2013, about 14 years. More experience than 53% of advisors in Greenville.
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?
Newedge Advisors reports being paid by a percentage of the assets they manage, hourly fees, 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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