Daniel Cauceglia is a registered investment advisor, based in Boca Raton, FL, with 25 years of industry experience.
Location
5550 Glades Road, Suite 535, Boca Raton, FL, 33431
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is a member of Aventura Holdings, LLC, the holding company for Aventura Securities, LLC, Aventura Insurance Services, LLC, and Aventura Capital Management, LLC, dedicating full-time hours during trading hours. He is also a Managing Member of FlexMark Strategic Partners, LLC, General Partner of a Limited Partnership, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Aventura Securities, LLC
Aventura Securities, LLCBroker
Aventura Capital Management, LLC
Previous Registrations
Aventura Capital Management, LLC
Npa Asset Management, LLC
Nationwide Planning Associates INC.Broker
1717 Capital Management CompanyBroker
MML Investors Services, INC.Broker
State Registrations26 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.