Menachem N. Daniels

INTEGRATED RETIREMENT ADVISORS

West Palm Beach, FL

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CRD#: 1521504

Professional summary

Menachem Nahum Daniels, CFP®, who also goes by Nahum Daniels, M Nahum Stiskin, Nahum Stiskin, is a registered financial advisor currently at INTEGRATED RETIREMENT ADVISORS, LLC located in West Palm Beach, Florida and ALEXANDER CAPITAL WEALTH MANAGEMENT LLC located in West Palm Beach, Florida.

Menachem is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Menachem has worked at 17 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nahum Daniels | M Nahum Stiskin | Nahum Stiskin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Nahum Daniels LLC; West Palm Beach, Florida 33409; insurance sales/fixed annuities; Owner; Start Date 06/01/1986; 120 hours per month; 120 hours during trading hours; selling and servicing clients fixed insurance and securities; www.nahumdaniels.com; 100% ownership. 2. Chabad of Stamford CT; Stamford CT; religious charity; start date 12/01/2014; end date 12/01/2016; 10 hours per month; 0 hours during trading; preside over meetings; 0 income received

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Menachem Nahum Daniels's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1990

Experience

Current

February 4, 2019 - Present

INTEGRATED RETIREMENT ADVISORS, LLC

Office #2: 515 N Flagler Drive Suite 350, West Palm Beach, FL 33401

RIA

CRD#: 300013

West Palm Beach, FL

Current

October 28, 2025 - Present

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

RIA

CRD#: 157714

West Palm Beach, FL

Past

August 7, 2015 - February 4, 2019

INTEGRITY ALLIANCE, LLC.

RIA

CRD#: 139627

Stamford, CT

Past

August 7, 2015 - February 4, 2019

INTEGRITY ALLIANCE, LLC.

CRD#: 139627

Stamford, CT

Past

May 17, 2012 - August 25, 2015

LPL FINANCIAL LLC

RIA

CRD#: 6413

STAMFORD, CT

Past

May 17, 2012 - August 25, 2015

LPL FINANCIAL LLC

CRD#: 6413

STAMFORD, CT

Past

February 17, 2011 - May 21, 2012

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

STAMFORD, CT

Past

February 17, 2011 - May 21, 2012

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

STAMFORD, CT

Past

December 16, 2009 - November 2, 2010

KBL WEALTH ADVISORS, LLC

RIA

CRD#: 152032

NEW YORK, NY

Past

January 19, 2006 - February 11, 2011

QA3 FINANCIAL LLC

RIA

CRD#: 104957

NEW YORK, NY

Past

October 7, 2005 - February 11, 2011

QA3 FINANCIAL CORP.

CRD#: 14754

STAMFORD, CT

Past

May 18, 2001 - October 21, 2005

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

FAIRFIELD, IA

Past

June 12, 2000 - December 31, 2005

LEGACY FINANCIAL ADVISORS, LTD.

RIA

CRD#: 126974

STAMFORD, CT

Past

October 27, 1998 - May 18, 2001

CADARET, GRANT & CO., INC.

CRD#: 10641

SYRACUSE, NY

Past

April 30, 1998 - November 20, 1998

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

Past

April 2, 1992 - March 6, 1998

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

May 18, 1987 - August 15, 1989

GLOBAL CAPITAL SECURITIES, INC.

CRD#: 13358

Past

November 17, 1986 - May 27, 1987

EQUITABLE ADVISORS, LLC

CRD#: 6627

Past

November 6, 1986 - May 26, 1987

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

Past

June 17, 1986 - November 14, 1986

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC | LCORE WEALTH MANAGEMENT LLC | ARTHUR MORRIS LIFFESTYLE WEALTH MANAGEMENT | ALEXANDER CAPITAL, L.P.

CRD#: 157714 / SEC#: 801-112997

RIA

Registered Investment Advisory firm - (4/30/2018 Approved)

Arkansas

Registered Investment Advisory firm - (5/15/2018 Terminated)

New Jersey

Registered Investment Advisory firm - (6/20/2018 Terminated)

New York

Registered Investment Advisory firm - (5/15/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/15/2018 Terminated)

Washington

Registered Investment Advisory firm - (5/22/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Connecticut
(2/4/2019)

IAR

Florida
(1/3/2022)

IAR

New Jersey
(10/28/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/19/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/31/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/14/1999

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 9/11/1992

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 3/31/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/1/1999

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 1/19/1999

Investment Company Products/Variable Contracts Principal Examination

Current Firm

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC | LCORE WEALTH MANAGEMENT LLC | ARTHUR MORRIS LIFFESTYLE WEALTH MANAGEMENT | ALEXANDER CAPITAL, L.P.

CRD#: 157714 / SEC#: 801-112997

RIA

Registered Investment Advisory firm - (4/30/2018 Approved)

Arkansas

Registered Investment Advisory firm - (5/15/2018 Terminated)

New Jersey

Registered Investment Advisory firm - (6/20/2018 Terminated)

New York

Registered Investment Advisory firm - (5/15/2018 Terminated)

Texas

Registered Investment Advisory firm - (5/15/2018 Terminated)

Washington

Registered Investment Advisory firm - (5/22/2018 Terminated)

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Contact information

Main Address

10 Drs. James Parker Blvd Suite 202, Red Bank, NJ 07701

Mailing Address

Phone number

(212) 687-5650

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALEXANDER CAPITAL WEALTH MANAGEMENT, LLC FIRM BROCHURE (3/11/2025)

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC APPENDIX 1 (3/11/2025)

Regulatory assets under management

Total Number of Accounts	999
AUM (Assets Under Management)	$ 212,106,766

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Menachem N. Daniels

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Menachem Nahum Daniels's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

INTEGRITY ALLIANCE, LLC.

INTEGRITY ALLIANCE, LLC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

KBL WEALTH ADVISORS, LLC

QA3 FINANCIAL LLC

QA3 FINANCIAL CORP.

CAMBRIDGE INVESTMENT RESEARCH, INC.

LEGACY FINANCIAL ADVISORS, LTD.

CADARET, GRANT & CO., INC.

WMA SECURITIES, INC.

MML INVESTORS SERVICES, LLC

GLOBAL CAPITAL SECURITIES, INC.

EQUITABLE ADVISORS, LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/19/1999

Series 63

Date: 3/31/1992

SIE

Date: 10/1/2018

Series 7

Date: 4/14/1999

Series 22

Date: 9/11/1992

Series 6

Date: 3/31/1992

Series 24

Date: 6/1/1999

Series 26

Date: 1/19/1999

Current Firm

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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