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Daniel A Mitchell

Advisor at Fiorile & Associates, LLC — Saranac Lake, NY

Updated today

Credentials

Series 65

Experience

3 years

Location

Saranac Lake, NY 12983

Fiorile & Associates, LLC logo

Fiorile & Associates, LLC

Supported

Total advisors

2

Clients per advisor

26 Low

Avg AUM per client

$471,154 Low

HNW client ratio

0% Very Low

About

Daniel Mitchell is a financial advisor at Fiorile & Associates, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at TF Cornerstone and Burns Management. Outside of his advisory role, he is involved in residential apartment leasing as a leasing consultant. Fiorile & Associates is an independent investment advisory firm serving individual investors and high-net-worth households through wealth management and consulting. The firm manages client portfolios on a non-discretionary basis, integrating tax planning and estate coordination, and offers services primarily on flat and fixed fee arrangements.

Client services

Based on Fiorile & Associates, LLC

Financial planning Portfolio management Consulting

Expertise

Based on Fiorile & Associates, LLC

Wealth management General estate planning guidance General tax planning Options & derivatives strategies

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Fee options

Fixed

Consulting Services fixed fees ranging from $5,000 to $100,000, agreed upon prior to contract.

Project-based

Consulting Services hourly fees from $125 to $150 per hour, when applicable.

Other

Account minimum: $1,000,000 Fee-only: Wealth Management services charged as a flat fee based on complexity, assets, and other factors; typically $1,500 to $5,000 per month, billed quarterly in advance. Consulting Services fees are fixed fees ranging from $5,000 to $100,000 or hourly fees ranging from $125 to $150 per hour.

Location

Saranac Lake, NY

126 Kiwassa Road

Saranac Lake NY 12983

Advisors at this office

2

Most active in

New York

Work history

3 years of industry experience

Fiorile & Associates, LLC

2022 - Present • 4 years

Saranac Lake, NY

Burns Management

2021 - Present • 5 years

Saratoga Springs, NY

TF Cornerstone

2019 - 2020 • 1 year

New York, NY

Extended Travel

2018 - 2018 • 1 year

Long Island City, NY

TF Cornerstone

2014 - 2017 • 3 years

New York, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Joseph F

PFS™, Series 66

Saranac Lake, NY

Fiorile & Associates, LLC

Joseph Fiorile is a financial advisor with Fiorile & Associates, LLC in Saranac Lake, NY. He holds the PFS™ designation and Series 66 license and has 27 years of experience in accounting and financial advisory services, including 15 years with his current firm. In addition to his advisory work, he operates an accounting and bookkeeping business. Fiorile & Associates is an independent investment advisory firm serving individual and high-net-worth clients through wealth management and consulting. The firm manages portfolios on a non-discretionary basis, integrating tax planning and estate coordination, and employs a mix of fundamental and technical analysis alongside asset allocation and option strategies.

Wealth management General estate planning guidance General tax planning Options & derivatives strategies
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Stephen D

Series 63, Series 65

Lake Placid, NY

Renaissance Macro Research LLC

Stephen Duttenhofer is a financial advisor with Renaissance Macro Research LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at various Renaissance entities since 2011 and is also an employee and owner of RenMac Integrated Alpha, a hedge fund focused on large-cap U.S. equities. Renaissance Macro Research LLC provides proprietary macroeconomic research and subscription products to institutional and sophisticated clients, utilizing a proprietary research methodology that integrates macroeconomic, policy, portfolio strategy, and technical perspectives. The firm primarily operates as a subscription research provider rather than a traditional asset manager.

Factor investing / smart beta
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Jeffrey D

CFA®, Series 63

Lake Placid, NY

Renaissance Macro Research LLC

Jeffrey Degraaf is a CFA® charterholder with 33 years of industry experience, currently serving at Renaissance Macro Research LLC. He has held roles at various Renaissance Macro entities since 2011 and is involved as CIO and founding member of Sentry Capital LLC, a family investment fund. Degraaf also owns JSD Consulting, advising on business strategy and planning. Renaissance Macro Research provides macro-economic research products to institutional and sophisticated individual clients through subscription services. The firm employs a proprietary methodology combining economic, policy, portfolio-strategy, technical, and quantitative analysis to deliver frequent research reports and multimedia content without managing client assets.

Factor investing / smart beta
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Indraneil D

Series 63, Series 65

Lake Placid, NY

Renaissance Macro Research LLC

Indraneil Dutta is a financial advisor at Renaissance Macro Research LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with affiliated firms including Renmac Advisory, LLC and Renaissance Macro Securities, LLC. Renaissance Macro Research provides macroeconomic research products to institutional and sophisticated individual clients through a subscription model. The firm integrates economic, policy, portfolio-strategy, and technical analysis with quantitative factors to deliver daily reports, weekly analysis, and multimedia content, without managing client assets or offering individual security recommendations.

Factor investing / smart beta
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Eric B

Series 63, Series 65

Lake Placid, NY

Renaissance Macro Research LLC

Eric Boucher is a financial advisor with Renaissance Macro Research LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Renaissance Macro Research since 2011 and is currently employed at Renmac Advisory, LLC. Boucher is also an owner and employee of Renmac Integrated Alpha, a hedge fund investing in large-cap U.S. equities. Renaissance Macro Research provides macroeconomic research products to institutional clients and offers a tiered subscription service for sophisticated individual investors. The firm uses a proprietary methodology combining economic, policy, portfolio-strategy, technical, and quantitative analysis to deliver daily reports, weekly analysis, and multimedia content without managing client assets or providing individual security recommendations.

Factor investing / smart beta
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Adam S

Series 65

Lake Placid, NY

Renaissance Macro Research LLC

Adam Sharvit is a Series 65 licensed financial advisor at Renaissance Macro Research LLC with one year of industry experience. He has previously worked at Rosenberg Research and several other firms, and holds a background that includes four years at Bell Canada. Renaissance Macro Research LLC provides proprietary macroeconomic research and subscription products to institutional and sophisticated clients. The firm offers a tiered subscription model and focuses on delivering analysis through various formats without managing client assets or recommending individual securities.

Factor investing / smart beta
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