Daniel Zagata
Daniel Zagata is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Maitland, FL, with 22 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1750 N Maitland Ave, Maitland, FL, 32751
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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 involved in several outside business activities, including fixed insurance sales through Business Owner Resource Division and Evershore Fixed Insurance, rental property ownership through BZR Maitland LLC, and working as a trainer/teacher for the International School of Management. He also serves as a founder and director for Winter Park Lifelong Learning Foundation, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations17 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.