Daniel Ialeggio is a CFP-designated registered investment advisor, based in Bethesda, MD, with 31 years of industry experience.
Location
7550 Wisconsin Ave., Ste. 420, Bethesda, MD, 20814
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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 an agent for non-variable insurance products through Steward Partners Global Advisory since 2017, but dedicates no time to it currently. He also provides advisory services for clients through Steward Partners Investment Advisory LLC, and owns a residential rental property, spending minimal time on it.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
Smith Barney INC.Broker
State Registrations33 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.