DC
DC

Daniel Caneva

38 Years of Experience
Glendale, CA
Broker

Daniel Caneva is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Glendale, CA, with 38 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

800 N Brand Blvd, Glendale, CA, 91203

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
August 2008 - Present · 17 yrs 9 mos
U.S. Bancorp Advisors, LLC
August 2008 - Present · 17 yrs 9 mos
Previous Registrations
Citigroup Global Markets INC.
May 2007 - August 2008 · 1 yr 3 mos
Citigroup Global Markets INC.Broker
May 2007 - August 2008 · 1 yr 3 mos
Citicorp Investment ServicesBroker
April 2003 - May 2007 · 4 yrs 1 mo
Citicorp Investment Services
April 2003 - May 2007 · 4 yrs 1 mo
Transamerica Financial Advisors, INC.Broker
March 2000 - April 2003 · 3 yrs 1 mo
Pruco Securities CorporationBroker
March 1999 - March 2000 · 1 yr
Glenfed Brokerage ServicesBroker
November 1989 - December 1998 · 9 yrs 1 mo
Diversified Securities, IncorporatedBroker
June 1987 - November 1989 · 2 yrs 5 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.