Daniel Rea
Advisor at NFI, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
NFI, LLC
Location
Seven Fields, PA 16046
Credentials
CFP®, Series 63, Series 65
Industry experience
28 years
About
Daniel Rea is a CFP® with 28 years of industry experience, currently serving as an advisor at Nfi, Llc since 2005. He holds Series 63 and Series 65 licenses and is also a licensed insurance agent, selling insurance policies on an as-needed basis. NFI provides financial planning, consulting, and investment management to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages portfolios using mutual funds, ETFs, individual equities, and fixed income, employing a blend of fundamental, technical, and cyclical analysis to construct diversified, long-term portfolios.
Expertise
Based on NFI, LLC
General retirement planning
College savings (529s, UTMA, etc.)
Annuities
Options & derivatives strategies
Fee options
Fixed fee for financial planning and consulting services, generally $200 to $10,000
0.50% to 1.50% annually based on assets and service type
Minimum fee: $150 minimum annual fee Fee-only: Financial planning and consulting fixed fees ranging generally from $200 to $10,000, negotiable
Location
200 Northpointe Circle, Suite 202
Seven Fields, PA 16046
Most active in
Daniel R has reported serving >5 clients in these states in the last 12 months.
Florida · Pennsylvania · Texas
Work history
NFI, LLC
2005 - Present (21 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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