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DH

Daniel J. Huelsman

BANCROFT CAPITAL
Uniondale, NY 11556
Some features on this profile are disabled
CRD#: 7693189
DH

Professional summary

Daniel J Huelsman, who also goes by Daniel Johnston Huelsman, Daniel Huelsman, is a registered financial professional currently at BANCROFT CAPITAL, LLC located in Uniondale, New York.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 2023. Daniel has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Daniel Johnston Huelsman | Daniel Huelsman

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) - BD

Click below to view Daniel J Huelsman'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 18, 2025 - Present

BANCROFT CAPITAL, LLC

Office #1: 626 Rxr Plaza 6th Floor, West Tower, Uniondale, NY 11556
RIA
BD
CRD#: 290665
Uniondale, NY
Past

March 31, 2025 - December 12, 2025

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
ALEXANDRIA, VA
Past

August 25, 2023 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
ALEXANDRIA, VA
Past

August 22, 2023 - December 12, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
ALEXANDRIA, VA
Past

February 28, 2023 - August 8, 2023

BANCROFT CAPITAL, LLC

BD
CRD#: 290665
FORT WASHINGTON, PA

State Registrations and Notice Filings

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

RR
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

RR
New York
(12/18/2025)
RR
Pennsylvania
(12/18/2025)
RR
Virginia
(12/18/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/2/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/28/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 12/6/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm

BC
BANCROFT CAPITAL, LLC
BANCROFT CAPITAL, LLC

CRD#: 290665 / SEC#: , 8-70035

Pennsylvania
Registered Investment Advisory firm - SEC (4/13/2018 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
501 Office Center Drive Suite 130, Fort Washington, PA 19034
Mailing Address
501 Office Center Drive Suite 130, Fort Washington, PA 19034
Phone number
(484) 686-0346
Established
Pennsylvania since 07/04/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
4

FINRA licenses (34 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
QUINN, CAULDON DEANCEO4530968
BANCROFT HOLDINGS, LLCHOLDING CO.
LINDH, COLLEEN MARNIECCO/FINOP1912150

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.

Company Information

BANCROFT CAPITAL, LLC

CRD#: 290665Uniondale, NY 11556

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