DM
Daniel Mark Shapiro
CRD 1989147
Firms
| Firm | Role | As of |
|---|---|---|
| New Vernon Wealth Management Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
New Vernon Investment Management Llc
Member · 5% – 10% · Apr 2024
-
New Vernon Wealth Management Llc
Member, Manager, Trustee Of Daniel Shapiro Gift Trust · 10% – 25% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗