UBS Financial Services
47yrs
Top advisor by experience in Birmingham
11yrs
Based in Birmingham, Michigan, Thomas Daniel is a fiduciary financial advisor with 11 years of industry experience. Thomas joined Rock Harbor Capital in 2024. Rock Harbor Capital reports being paid through flat fees.
One of 497 advisors with offices in Birmingham, and one of 479 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office390 Park Street Suite 250, Birmingham, MI 48009
How the firm is paid ?Flat fee
Advisors at the firm4
States licensed ?1 state
Services through Rock Harbor Capital
Other services
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
- 2024 – nowRock Harbor Capital LLCCurrent firm
Contact Thomas
Local office(248) 952-8000Ask for Thomas. (248) 283-3060Main office 390 Park Street Suite 250Birmingham, MI 48009Office · Get directions
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Questions to ask Thomas
Tailored to Thomas’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 Thomas
How do I contact Thomas?
Call Thomas’s local office at (248) 952-8000 or the Rock Harbor Capital main office at (248) 283-3060, and ask for Thomas Daniel.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2015, about 11 years. 11 years in the industry.
What licenses does Thomas hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
Rock Harbor Capital reports being paid by flat or fixed fees. Ask Thomas 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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