Daniel Rabatsky
Daniel Rabatsky is a registered investment advisor at Raymond James & Associates, INC., based in Wellesley, MA, with 27 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
55 William Street, Ste 250, Wellesley, MA, 02481
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is a member of the Sharon Energy Advisory Committee, analyzing renewable energy options from environmental and financial perspectives. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations18 states
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