Daniel T. Mcnichol

SUNCOAST EQUITY MANAGEMENT

Tampa, FL 33609

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CRD#: 1665814

Professional summary

Daniel Thomas Mcnichol, who also goes by Daniel Mcnichol, is a registered financial advisor currently at SUNCOAST EQUITY MANAGEMENT, LLC located in Tampa, Florida.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Daniel has worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 4 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Mcnichol

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Thomas Mcnichol'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®

None

Experience

Current

May 12, 2020 - Present

SUNCOAST EQUITY MANAGEMENT, LLC

Office #1: 5550 W Executive Dr Suite 320, Tampa, FL 33609

RIA

CRD#: 108289

Tampa, FL

Past

June 27, 2002 - April 1, 2020

SNOW CAPITAL MANAGEMENT, L.P.

RIA

CRD#: 106516

SEWICKLEY, PA

Past

November 21, 1988 - October 10, 2001

QUICK & REILLY, INC.

CRD#: 11217

NEW YORK, NY

Past

July 20, 1987 - November 30, 1988

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

May 21, 1987 - July 27, 1987

RANDOLPH BROWN SECURITIES CORPORATION

CRD#: 18338

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".

SUNCOAST EQUITY MANAGEMENT, LLC

SUNCOAST EQUITY MANAGEMENT, INC. | SUNCOAST PROSPERITY ADVISORS | SUNCOAST EQUITY MANAGEMENT, LLC

CRD#: 108289 / SEC#: 801-62262

RIA

Registered Investment Advisory firm - (8/8/2003 Approved)

Alabama

Registered Investment Advisory firm - (11/5/2004 Terminated)

Connecticut

Registered Investment Advisory firm - (8/19/2003 Terminated)

Florida

Registered Investment Advisory firm - (8/8/2003 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

Florida
(5/12/2020)

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: 12/3/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/21/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/16/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 2/16/1996

Registered Options Principal Examination

Principal/Supervisory Exam

Series 8

Date: 11/18/1994

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

SUNCOAST EQUITY MANAGEMENT, LLC

SUNCOAST EQUITY MANAGEMENT, INC. | SUNCOAST PROSPERITY ADVISORS | SUNCOAST EQUITY MANAGEMENT, LLC

CRD#: 108289 / SEC#: 801-62262

RIA

Registered Investment Advisory firm - (8/8/2003 Approved)

Alabama

Registered Investment Advisory firm - (11/5/2004 Terminated)

Connecticut

Registered Investment Advisory firm - (8/19/2003 Terminated)

Florida

Registered Investment Advisory firm - (8/8/2003 Terminated)

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Contact information

Main Address

5550 W Executive Dr Suite 320, Tampa, FL 33609

Mailing Address

Phone number

(813) 963-0502

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (24 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (4/29/2025)

Regulatory assets under management

Total Number of Accounts	810
AUM (Assets Under Management)	$ 1,866,702,990

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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Advisor Monitoring

Firm Stability Insights

Daniel T. Mcnichol

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Thomas Mcnichol's CRS (Customer Relationship Summary).

Certified licenses

Experience

SNOW CAPITAL MANAGEMENT, L.P.

QUICK & REILLY, INC.

PRUDENTIAL EQUITY GROUP, LLC

RANDOLPH BROWN SECURITIES CORPORATION

Primary Firm SEC Registration

SUNCOAST EQUITY MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/3/1999

Series 63

Date: 5/21/1987

Series 7

Date: 5/16/1987

Series 4

Date: 2/16/1996

Series 8

Date: 11/18/1994

Current Firm

SUNCOAST EQUITY MANAGEMENT, LLC

Contact information

SEC notice filing (24 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SUNCOAST EQUITY MANAGEMENT, LLC

TRUST BUT VERIFY

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