Nathan Daniel has been an investment adviser representative at Market Street Wealth Management since October 2025, and is not listed among the firm’s executive officers or direct owners. Nathan Daniel holds a Bachelor's degree in Exercise Science from Messiah University.
Market Street Wealth Management, LLC is a West Chester, PA firm with $837M under management, 1,052 clients and 10 advisers across 7 offices, as of its March 2026 filing.
Nate Daniel is a Financial Advisor of Market Street Wealth Management. He joined the team in 2025 and works with individuals and families who are approaching or entering retirement on individualized financial plans. Before that he worked at Vanguard, where he handled the retirement inbound phone lines and spoke daily with clients about retirement decisions.
Nathan Daniel’s longest registration was 1 year at Vanguard Advisers, Inc. (2024–2025). Before joining Market Street Wealth Management in 2025, Nathan Daniel was registered through Vanguard Advisers, Inc.
- – present · 1 yearWest Chester, PA · Adviser representative · Firm CRD 155157
- Vanguard Advisers, Inc.– · 1 yearMalvern, PA · Adviser representative · Firm CRD 106715
Professional designations
Listed by Market Street Wealth Management
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Nathan Daniel is registered as an investment adviser representative in Pennsylvania, since October 2025.
- PennsylvaniaSince 21 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 17 April 2024 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 July 2021 |
| Series 7TO | General Securities Representative Examination | 13 July 2021 |
| SIE | Securities Industry Essentials Examination | 12 April 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Nathan Ives Daniel
- CRD
- 7365896
- Firm
- Market Street Wealth Management · CRD 155157
- Office
- 999 WEST CHESTER PIKE, SUITE 202, West Chester, PA 19382
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2021
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- marketstreetwealth.net
Where does Nathan Daniel work?
Nathan Daniel is an investment adviser representative registered through Market Street Wealth Management, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Nathan Daniel a financial advisor?
Yes. Nathan Daniel has a current investment-adviser registration in Pennsylvania, through Market Street Wealth Management since October 2025.
How many years of experience does Nathan Daniel have?
Nathan Daniel has 5 years in the financial industry, since July 2021, across 2 adviser firms.
What exams has Nathan Daniel passed?
Nathan Daniel has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 66. The earliest, the SIE, was passed in April 2021.
Where did Nathan Daniel work before Market Street Wealth Management?
Before Market Street Wealth Management, Nathan Daniel was registered through Vanguard Advisers, Inc., April 2024 to October 2025.
Where is Nathan Daniel based?
Nathan Daniel’s registered office is in West Chester, PA.
Is Nathan Daniel registered with FINRA?
Yes. Nathan Daniel has a current broker registration, under CRD 7365896.
Source: FINRA BrokerCheck
Is Nathan Daniel a CFP?
Market Street Wealth Management lists Nathan Daniel with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
Source: Nate Daniel, C.F.P® biography, marketstreetwealth.net
How can I verify Nathan Daniel’s record?
Search CRD 7365896 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Nathan Daniel’s full registration record.
