Daniel Simon
Advisor at Corecap Advisors
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
Corecap Advisors
Location
Middletown, DE 19709
Credentials
Series 65
Industry experience
14 years
About
Daniel Simon is a financial advisor with Corecap Advisors, holding a Series 65 credential and 14 years of industry experience. He previously worked at Hornor Townsend & Kent Inc and currently serves as a Retirement Planning Advisor at Dan White & Associates, where he conducts educational seminars on retirement planning, required minimum distributions, and Social Security planning for retirees and near-retirees. His focus includes low-risk retirement planning strategies aimed at generating guaranteed income. Corecap Advisors provides discretionary investment and portfolio management as well as standalone financial planning services to individuals, including high-net-worth and accredited investors, as well as various institutional clients. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing a range of investment vehicles and third-party managers.
Client services
Based on Corecap Advisors
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Corecap Advisors
Retirement income strategy
Income planning
Tax-loss harvesting
Active portfolio management
Private / alternative investments
Fee options
Negotiated flat fee for financial planning services
0.5% to 3.00% annually
Negotiated hourly rate for financial planning services
Location
118 Sandhill Drive, Suite 103
Middletown, DE 19709
Most active in
Daniel S has reported serving >5 clients in these states in the last 12 months.
Delaware · Maryland · Pennsylvania
Work history
Dan White & Associates
2016 - Present (10 years)
Hornor Townsend & Kent Inc
2013 - 2016 (3 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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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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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Raymond H
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Five Rivers Financial Advisors, LLC
Charles T
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Denise D
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Middletown, DE
Janney Montgomery Scott
Kalyan R
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Bear, DE
Centaurus Financial, Inc.
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