Daniel N. Muster

QUEENBRIDGE CAPITAL

Pittsford, NY 14534

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CRD#: 7037005

Professional summary

Daniel Nathan Muster, who also goes by Daniel Muster, is a registered financial advisor currently at QUEENBRIDGE CAPITAL, LLC located in Pittsford, New York.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Daniel has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Muster

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 Nathan Muster'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

December 7, 2022 - Present

QUEENBRIDGE CAPITAL, LLC

Office #1: 1175 Pittsford Victor Rd. Suite 220, Pittsford, NY 14534

RIA

CRD#: 324027

Pittsford, NY

Past

April 6, 2021 - December 31, 2022

NEXUS CAPITAL, LLC

RIA

CRD#: 288758

PITTSFORD, NY

Past

February 27, 2019 - July 31, 2019

NYLIFE SECURITIES LLC

CRD#: 5167

FAIRPORT, NY

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".

QUEENBRIDGE CAPITAL, LLC

CRD#: 324027 / SEC#: 801-126976

RIA

Registered Investment Advisory firm - (10/31/2022 Approved)

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

New York
(12/7/2022)

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: 10/6/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/26/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 2/27/2019

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 1/28/2019

Securities Industry Essentials Examination

Current Firm

QUEENBRIDGE CAPITAL, LLC

CRD#: 324027 / SEC#: 801-126976

RIA

Registered Investment Advisory firm - (10/31/2022 Approved)

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Contact information

Main Address

1175 Pittsford Victor Rd. Suite 220, Pittsford, NY 14534

Mailing Address

Phone number

(585) 348-9585

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

QUEENBRIDGE CAPITAL, LLC (1/24/2025)

Regulatory assets under management

Total Number of Accounts	148
AUM (Assets Under Management)	$ 75,295,874

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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Firm Stability Insights

Daniel N. Muster

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Nathan Muster's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEXUS CAPITAL, LLC

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

QUEENBRIDGE CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/6/2020

Series 63

Date: 3/26/2019

Series 6TO

Date: 2/27/2019

SIE

Date: 1/28/2019

Current Firm

QUEENBRIDGE CAPITAL, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

QUEENBRIDGE CAPITAL, LLC

TRUST BUT VERIFY

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