Daniel Boszhardt
Daniel Boszhardt is a registered investment advisor at Raymond James & Associates, INC., based in Chicago, IL, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
120 S Riverside, Suite 700, Chicago, IL, 60606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel serves as a Trustee, Executive Committee member, and Board President for Lawrence Hall Youth Services, a non-profit organization. He dedicates a few hours per week to discussing strategic, tactical, and operational issues, and the board votes on proposed changes, including financial decisions.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Db Alex. Brown LLCBroker
Dean Witter Reynolds INC.Broker
State Registrations26 states
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