Daniel N. Gillett

BRANCH CAPITAL MANAGEMENT

Holland, MI 49423

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CRD#: 8009205

Professional summary

Daniel Nelson Gillett is a registered financial advisor currently at BRANCH CAPITAL MANAGEMENT located in Holland, Michigan.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Daniel has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

HERITAGE SUPPORT SERVICES; NON-INVESTMENT RELATED; WEST MICHIGAN; SOLE PROPRIETOR; 05/2023; 2-3 HRS/MO; COUNSELING AND STRESS MANAGEMENT SERVICES FOR FIRST RESPONDERS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Nelson Gillett's 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

November 14, 2024 - Present

BRANCH CAPITAL MANAGEMENT

Office #1: 17 W. 10th Street Suite 160, Holland, MI 49423

RIA

CRD#: 281681

Holland, MI

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

Michigan
(11/14/2024)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/12/2024

Uniform Investment Adviser Law Examination

Current Firm

BRANCH CAPITAL MANAGEMENT

BRANCH CAPITAL MANAGEMENT | BRANCH CAPITAL MANAGEMENT LLC

CRD#: 281681 / SEC#:

Michigan

Registered Investment Advisory firm - (11/3/2015 Approved)

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Contact information

Main Address

17 W. 10th Street Suite 160, Holland, MI 49423

Mailing Address

Phone number

(616) 392-1389

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	236
AUM (Assets Under Management)	$ 67,173,435

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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Daniel N. Gillett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Nelson Gillett's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRANCH CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 9/12/2024

Current Firm

BRANCH CAPITAL MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BRANCH CAPITAL MANAGEMENT

TRUST BUT VERIFY

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