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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

TitleMember, Manager, Trustee Of Daniel Shapiro Gift Trust
Ownership10-25%
Control personYes
Since2013

New Vernon Investment Management LLC

TitleMember
Ownership5-10%
Control personYes
Since2011