Daniel P. Larsen

NESTEGG ADVISORS

Hauppauge, NY 11788

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CRD#: 6171710

Professional summary

Daniel Peter Larsen, CFP®, who also goes by Danny Larsen, is a registered financial advisor currently at NESTEGG ADVISORS, INC. located in Hauppauge, New York and OSAIC WEALTH, INC. located in Hauppauge, New York.

Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Daniel has worked at 8 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Danny Larsen

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.

Daniel Larsen is dually-registered with NestEgg Advisors, Inc. and American Portfolios Financial Services, Inc. Approximately 90% of Daniel Larsen's time is for services as an investment advisor representative and the balance as a registered representative. Insurance Sales; same address; Non-Investment Related; Appx 10% of time during the month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Peter Larsen'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

Experience

Current

December 21, 2022 - Present

NESTEGG ADVISORS, INC.

Office #1: 330 Motor Parkway, Hauppauge, NY 11788

RIA

CRD#: 125878

Hauppauge, NY

Current

October 11, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 330 Motor Parkway Suite 305, Hauppauge, NY 11788

RIA

BRANCH RETIREMENT AND ESTATE PLANNING, LTD. | NESTEGG ADVISORS, INC.

CRD#: 125878 / SEC#: 801-127294

RIA

Registered Investment Advisory firm - (2/13/2023 Approved)

New York

Registered Investment Advisory firm - (2/14/2023 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

New York
(12/21/2022)

New York
(10/11/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 12/19/2013

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/22/2013

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/12/2013

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

NESTEGG ADVISORS, INC.

BRANCH RETIREMENT AND ESTATE PLANNING, LTD. | NESTEGG ADVISORS, INC.

CRD#: 125878 / SEC#: 801-127294

RIA

Registered Investment Advisory firm - (2/13/2023 Approved)

New York

Registered Investment Advisory firm - (2/14/2023 Terminated)

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Contact information

Main Address

330 Motor Parkway, Hauppauge, NY 11788

Mailing Address

Phone number

(631) 952-2700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A AND PART 2B OF FORM ADV (3/31/2025)

Regulatory assets under management

Total Number of Accounts	597
AUM (Assets Under Management)	$ 228,956,702

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 P. Larsen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Peter Larsen's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

AMERICAN PORTFOLIOS ADVISORS, INC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

CORNERSTONE WEALTH ADVISORS, INC.

Primary Firm SEC Registration

NESTEGG ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 12/19/2013

Series 65

Date: 2/22/2013

SIE

Date: 10/1/2018

Series 7

Date: 12/12/2013

FINRA

Current Firm

NESTEGG ADVISORS, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NESTEGG ADVISORS, INC.

TRUST BUT VERIFY

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