Daniel Seo
Daniel Seo is a registered investment advisor at Caerus Investment Advisors, LLC, based in Pacific Palisades, CA, with 12 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 127 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Caerus Investment Advisors offers wrap comprehensive portfolio management services. Please refer to the Wrap Fee Program Brochure for additional information.
Location
Pacific Palisades, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is a managing partner at BIPACIFIC Partners, offering consulting services related to private deals, dedicating a few hours per week. He also serves as Co-CEO of Modern Global Sourcing and Co-Founder of Modern Nitrile, spending a significant amount of time on relationship management and business development for both companies.
Employment History
Current Registrations
Caerus Investment Advisors, LLC
Previous Registrations
Checchi Capital Advisers, LLC
Arbor Court Capital, LLCBroker
Sanford C. Bernstein & CO., LLCBroker
State Registrations1 state
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