Advisor at Carlson Investments
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.
Carlson Investments
2025 - Present (1 year)
EliseAI
2024 - 2025 (1 year)
Pwc
2022 - 2024 (2 years)
Student
2005 - 2022 (17 years)
CFP®, ChFC®, Series 66
Concord, NH
Edward Jones
Series 66
Concord, NH
Edward Jones
Series 63, Series 66
Concord, NH
Merrill
Daniel Ringelstein is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. He partners with The Doyle Group in Manchester, New Hampshire, providing high net worth clients with financial strategies, investment management, and comprehensive wealth planning. Daniel began his career as a Cash and Equity Trader in Manhattan after earning his B.A. in Economics from Vassar College in 2000. He subsequently served as Portfolio Manager and Partner at ECM, a Norwegian hedge fund, before founding Winnipesaukee Capital LLC to manage private equity and real estate investments in Northern New England. Since 2013, he has worked in wealth management at Merrill and Morgan Stanley, leveraging his extensive investment experience. Daniel holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Daniel enjoys hiking, boating, and swimming in New Hampshire’s Lakes Region and Norway with his family. He also pursues interests in automotive culture as a car enthusiast and collector.
Series 63, Series 65
Weare, NH
Cayena Capital Management, LLC
CFP®, Series 63, Series 65
Concord, NH
Colligan Advisory, LLC
Series 65, Series 66
Concord, NH
Whitegate Investment Counselors, Inc.
Are you a financial advisor? Claim this profile to add a bio, highlight your expertise, and fill out key details so prospects get a clearer picture of your practice.
