Wells Fargo Advisors
45yrs
Top advisor by experience in Norwell
10yrs
Daniel Singh
Financial advisor at Dhyan Capital Management
Daniel Singh has worked in the financial industry for 10 years and is a financial advisor based in Norwell, Massachusetts. Daniel has been with Dhyan Capital Management since 2023; before that, Daniel spent six years at LMCG Investments. Daniel holds the CFA designation.
At a glance
Experience10 years (since 2017)
How that compares ?10 years in the industry
OfficeNorwell, MA
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$3.45 million
States licensed ?1 state
Services through Dhyan Capital Management
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2023 – nowDhyan Capital ManagementCurrent firm
- 2017 – 2023LMCG Investments, LLCPreviously
Contact Daniel
(508) 769-5372Dhyan Capital Management main office Norwell, MAOffice · Get directions Firm websitewww.dhyancap.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 Dhyan Capital Management at (508) 769-5372 and ask for Daniel Singh. Daniel works from the Norwell, MA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2017, about 10 years. 10 years in the industry.
What licenses does Daniel hold?
No exams are listed on the official record.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Daniel paid?
Dhyan Capital Management reports being paid by a percentage of the assets they manage, hourly 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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