Team

Daniel Sakol

Financial and Operations Principal

He began his career in 1996 and has since developed a broad and deep understanding of the financial services industry, with a focus on Compliance and Operations.

In 2006 he started his own Broker Dealer and spearheaded all business operations, including, business development, regulatory/compliance and FINRA/SEC audits. The company was eventually sold in October of 2014.

He graduated with a BS degree from Long Island University in Management with a minor in Finance.  Mr. Sakol holds his Series 4, 7, 24, 27, 63, 65, 53, Life and Health Insurance and Property & Casualty licenses.