Daniel Baccarini is a registered investment advisor, based in Gulf Breeze, FL, with 6 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Gulf Breeze, FL
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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.
Learn about disclosures →Employment History
Current Registrations
Sammons Financial Network, LLC
May 2026 - Present · 5 mos
Sammons Financial Network, LLCBroker
May 2026 - Present · 5 mos
Beacon Capital Management, INC.
February 2026 - Present · 8 mos
Previous Registrations
Naples Ais, INC.Broker
March 2008 - July 2008 · 4 mos
Whitehorne & Company, LTD.Broker
January 2006 - April 2006 · 3 mos
Alps Distributors, INC.Broker
October 2003 - April 2004 · 6 mos
Raymond James Financial Services, INC.Broker
January 2000 - August 2000 · 7 mos
Wma Securities, INC.Broker
April 1996 - March 1998 · 1 yr 11 mos
PFS Investments INC.Broker
December 1993 - May 1996 · 2 yrs 5 mos
State Registrations1 state
FL
Advisor
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.
Exams
No exam information available for this advisor.
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