Nicholas Daniel has been President of Daniel Investment Group since September 2025, is a control person of the firm and directly owns between 50% and 75% of it. Nicholas Daniel holds a Bachelor of Arts from Michigan State University.
Daniel Investment Group Inc. is a Royal Oak, MI firm with $210M under management, 214 clients and 3 advisers in one office, as of its April 2026 filing.
Nicholas Daniel is President of Daniel Investment Group, based in Royal Oak, Michigan. He has 34 years in the financial services industry, including 29 years at the firm, and plays a central role in client relationships, investment strategy, comprehensive planning and firm leadership. The firm was founded in March 1997 when Nick, Jim and Eric Daniel moved their practice from PaineWebber in Farmington Hills to Royal Oak, Michigan.
Nicholas Daniel’s longest registration was 15 years at Commonwealth Financial Network (2010–2025). Before joining Daniel Investment Group in 2025, Nicholas Daniel was registered through Commonwealth Financial Network.
- Daniel Investment Group Inc.Current– present · under a yearRoyal Oak, MI · Adviser representative · Firm CRD 338851
- Commonwealth Financial Network– · 15 yearsRoyal Oak, MI · Adviser representative · Firm CRD 8032
Professional designations
Listed by Daniel Investment Group
- CFP®
Investment adviser representative registrations
Nicholas Daniel is registered as an investment adviser representative in 2 states. Each was approved in December 2025.
- MichiganSince 18 December 2025
- TexasSince 18 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 8 December 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 August 1992 |
| Series 7 | General Securities Representative Examination | 26 August 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Nicholas Edward Daniel
- CRD
- 2269749
- Firm
- Daniel Investment Group · CRD 338851
- Role
- President
- Office
- 306 S. WASHINGTON AVE., SUITE 216, Royal Oak, MI 48067
- Registration
- Investment adviser registration
- In the industry since
- August 1992
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- danielinvestment.com
Where does Nicholas Daniel work?
Nicholas Daniel has been President of Daniel Investment Group Inc. since September 2025, and is a control person of the firm.
Is Nicholas Daniel a financial advisor?
Yes. Nicholas Daniel has a current investment-adviser registration in Michigan and Texas, through Daniel Investment Group since December 2025.
How many years of experience does Nicholas Daniel have?
Nicholas Daniel has 34 years in the financial industry, since August 1992, across 2 adviser firms.
What exams has Nicholas Daniel passed?
Nicholas Daniel has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 1992. FINRA credited Nicholas Daniel with the SIE, which began in October 2018.
Where is Nicholas Daniel based?
Nicholas Daniel’s registered office is in Royal Oak, MI.
Is Nicholas Daniel registered with FINRA?
No. Nicholas Daniel has no current broker registration.
Is Nicholas Daniel a CFP?
Daniel Investment Group lists Nicholas Daniel with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Nicholas Daniel’s record?
Search CRD 2269749 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nicholas Daniel’s full registration record.
