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RIA / WealthAdvisor34 years in industry

MENACHEM NAHUM DANIELS

Advisor at ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

West Palm Beach, FL | RED BANK, NJ | WEST PALM BEACH, FL

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Search this name across graphsid dfx:ria:06ec8ca0-8ba7-dbc0-24ff-e259909b4cc5

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jun 12, 2000 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ALEXANDER CAPITAL WEALTH MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 31, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 2
Registered states: 3
Exams: S63|S65
First exam: Mar 31, 1992
First registration: Jun 12, 2000
Dual registered: no
Other names: NAHUM DANIELS|NAHUM STISKIN|M NAHUM STISKIN
IAPD individual key: 1521504

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC	Independent wealth	Oct 28, 2025	n/a	yes	West Palm Beach, FL\|RED BANK, NJ	Current employment
INTEGRATED RETIREMENT ADVISORS, LLC	State registered	Feb 4, 2019	n/a	yes	West Palm Beach, FL\|WEST PALM BEACH, FL\|WEST PALM BEACH, FL	Current employment
INTEGRITY ALLIANCE, LLC	Bd affiliated wealth	Aug 7, 2015	Feb 4, 2019	no	STAMFORD, CT\|Urbandale, IA\|Stamford, CT\|Stamford, CT	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 17, 2012	Aug 25, 2015	no	STAMFORD, CT\|STAMFORD, CT\|SAN DIEGO, CA\|STAMFORD, CT\|STAMFORD, CT	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Feb 17, 2011	May 21, 2012	no	STAMFORD, CT\|STAMFORD, CT\|STAMFORD, CT\|POUGHQUAG, NY	Previous registration
KBL WEALTH ADVISORS, LLC	n/a	Dec 16, 2009	Nov 2, 2010	no	NEW YORK, NY	Previous registration
QA3 FINANCIAL LLC	n/a	Jan 19, 2006	Feb 11, 2011	no	STAMFORD, CT\|NEW YORK, NY\|STAMFORD, CT\|STAMFORD, CT\|OMAHA, NE	Previous registration
LEGACY FINANCIAL ADVISORS, LTD.	n/a	Jun 12, 2000	Dec 31, 2005	no	STAMFORD, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INTEGRITY ALLIANCE, LLC	INTEGRATED RETIREMENT ADVISORS, LLC	Feb 4, 2019	Feb 4, 2019	0	Firm change	RIA to state RIA
LPL FINANCIAL LLC	INTEGRITY ALLIANCE, LLC	Aug 25, 2015	Aug 7, 2015	-18	Firm change	Other
WOODBURY FINANCIAL SERVICES, INC.	LPL FINANCIAL LLC	May 21, 2012	May 17, 2012	-4	Firm change	Other
QA3 FINANCIAL LLC	KBL WEALTH ADVISORS, LLC	Feb 11, 2011	Dec 16, 2009	-422	Firm change after gap	Other
KBL WEALTH ADVISORS, LLC	WOODBURY FINANCIAL SERVICES, INC.	Nov 2, 2010	Feb 17, 2011	107	Firm change	Other
LEGACY FINANCIAL ADVISORS, LTD.	QA3 FINANCIAL LLC	Dec 31, 2005	Jan 19, 2006	19	Firm change	Other

Relationships

Registered with (8)

→ ALEXANDER CAPITAL WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Oct 28, 2025 to presentfactForm ADV
→ INTEGRATED RETIREMENT ADVISORS, LLCRegistered adviserregistration: current employment
Feb 4, 2019 to presentfactForm ADV
→ INTEGRITY ALLIANCE, LLCRegistered adviserregistration: previous registration
Aug 7, 2015 to Feb 4, 2019factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 17, 2012 to Aug 25, 2015factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Feb 17, 2011 to May 21, 2012factForm ADV
→ QA3 FINANCIAL LLCRegistered adviserregistration: previous registration
Jan 19, 2006 to Feb 11, 2011factForm ADV
→ KBL WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 16, 2009 to Nov 2, 2010factForm ADV
→ LEGACY FINANCIAL ADVISORS, LTD.Registered adviserregistration: previous registration
Jun 12, 2000 to Dec 31, 2005factForm ADV

Dated events

No dated event names this entity yet.