Cetera Investment Advisers
46yrs
Top advisor by experience in Holbrook
14yrs
Daniel Murcott
Financial advisor at J.P. Morgan Securities
Daniel Murcott is a fiduciary financial advisor in Holbrook, New York, with 14 years in the industry. Daniel joined J.P. Morgan Securities in 2022, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets.
One of 48 advisors with offices in Holbrook, and one of 38 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?More experience than 65% of advisors at J.P. Morgan Securities
Office991 Main Street, Holbrook, NY 11741
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$318,381
Advisors at the firm14,316
States licensed ?1 state
Services through J.P. Morgan Securities
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
- 2022 – nowJ.P. Morgan Securities LLCCurrent firm
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call J.P. Morgan Securities at (800) 999-2000 and ask for Daniel Murcott. Daniel works from the Holbrook, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2012, about 14 years. More experience than 65% of advisors at J.P. Morgan Securities.
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?
J.P. Morgan Securities reports being paid by a percentage of the assets they manage, 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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