Daniel Babai
Daniel Babai is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Santa Barbara, CA, with 16 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
20 E Carrillo St, Santa Barbara, CA, 93101
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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 Activities
Daniel owns rental property in Santa Barbara, CA, acting as a landlord. This investment-related activity requires minimal time.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations23 states
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