Daniel Bisese
Daniel Bisese is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Milton, GA, with 19 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
12640 Crabapple Rd., Ste. 300, Milton, GA, 30004
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Regulatory History (1)
Employment Separation After Allegations
November 2015Other Business ActivitiesSells Insurance
Daniel is an independent insurance agent since 2016, dedicating about a quarter of his time to this activity. He is also an advisory representative of a Registered Investment Advisor (RIA), spending full-time hours on investment-related activities and trading. Additionally, he is a 1099 contractor for a health insurance LLC and an Investment Advisor Representative (IAR) doing business as (DBA) Nettuno Wealth.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
Wells Fargo Advisors, LLCBroker
State Registrations7 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.