Daniel Nino Dechellis
Professional Summary
Daniel Nino Dechellis, who also goes by Daniel N Dechellis, Daniel Dechellis, Danny Dechellis, Nino Dechellis, is a registered financial advisor currently at THE LEADERS GROUP, INC. located in Summit, New Jersey. Daniel is registered as a RR (Registered Representative) and started their career in finance in 1998. Daniel has worked at 9 firms and has passed the Series 63, Series 65, Series 7, Series 9 and Series 10 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Daniel N Dechellis, Daniel Dechellis, Danny Dechellis, Nino Dechellis
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
SIMPLICITY INVESTMENTS | THE LEADERS GROUP, INC. | THE LEADERS GROUP | SIMPLICITY INVESTMENTS, INC.
Contact Information
Main Address
475 Springfield Ave, Summit, NJ 07901Mailing Address
475 Springfield Ave Suite 1, Summit, NJ 07901Phone Number
(303) 797-9080Established
Delaware since 07/14/1994Firm Type
CorporationFiscal Year End
DecemberFirm Size
LargeFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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SUMMIT PLACE FINANCIAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(8/10/2023)
(10/18/2021)
(10/13/2021)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 9 — General Securities Sales Supervisor - Options Module Examination
Passed Apr 2001About the Series 9 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Mar 2001About the Series 10 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Daniel Nino Dechellis's CRS (Customer Relationship Summary).
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