Daniel Mark Shapiro
Member, Manager, Trustee Of Daniel Shapiro Gift TrustNew Vernon Wealth Management LLCCRD 1989147
About Daniel Mark Shapiro
Daniel Mark Shapiro is listed as Member, Manager, Trustee Of Daniel Shapiro Gift Trust at New Vernon Wealth Management LLC in Highland Park, IL. Form ADV reports a beneficial ownership band of 10-25%. Daniel Mark Shapiro is associated with 2 registered advisers.
Reported ownership
Owns 10-25% of New Vernon Wealth Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Daniel Mark Shapiro work?
Daniel Mark Shapiro is listed as Member, Manager, Trustee Of Daniel Shapiro Gift Trust at New Vernon Wealth Management LLC on SEC Form ADV.
How much of New Vernon Wealth Management LLC does Daniel Mark Shapiro own?
Form ADV reports a beneficial ownership band of 10-25%.
New Vernon Wealth Management LLC
| Title | Member, Manager, Trustee Of Daniel Shapiro Gift Trust |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2013 |
New Vernon Investment Management LLC
| Title | Member |
| Ownership | 5-10% |
| Control person | Yes |
| Since | 2011 |