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Daniel Feniger
31 Years of Experience
Boca Raton, FL
1 DisclosureBroker
Daniel Feniger is a registered investment advisor at Cetera Investment Advisers LLC, based in Boca Raton, FL, with 31 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
225 NE Mizner Blvd Ste 5550, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2006Denied
Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2023 - Present · 3 yrs
Cetera Wealth Services, LLCBroker
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
February 2021 - June 2023 · 2 yrs 4 mos
Summit Financial Group INC
August 2006 - May 2021 · 14 yrs 9 mos
Summit Brokerage Services, INC.Broker
August 2006 - December 2019 · 13 yrs 4 mos
UBS Financial Services INC.
October 1994 - July 2006 · 11 yrs 9 mos
UBS Financial Services INC.Broker
October 1994 - July 2006 · 11 yrs 9 mos
State Registrations1 state
FL
AdvisorBrokerBoth
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.