Daniel Bartosz
Daniel Bartosz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Clackamas, OR, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
8854 SE Sunnyside Road, Clackamas, OR, 97015
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2021Other Business Activities
Daniel works as an associate/employee for OnPoint Investment Services, offering non-deposit investment products, and as a financial advisor for OnPoint Community Credit Union. Both activities take about half of Daniel's time each.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
U.S. Bancorp Investments, INC.Broker
First Investors CorporationBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.