Daniel Cavaretta is a registered investment advisor, based in Austin, TX, with 25 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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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 a Vice President at Cornerstone Capital Wealth Management, working with business owners on retirement solutions and employee benefits, taking nearly full-time. He also provides investment advisory services through Kestra Advisory Services, occupying more than half of his time, and serves as Serjeant-at-arms for a club, requiring minimal time.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Geneos Wealth Management, INC.Broker
Geneos Wealth Management, INC.
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Morgan Stanley Dw INC.Broker
State Registrations1 state
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