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Daniel Bisese

Cambridge Investment Research Advisors, INC.
19 Years of Experience
Milton, GA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Daniel Bisese is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Milton, GA, with 19 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.

Cambridge Investment Research Advisors, INC.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3940 advisors
Number of Clients
361,213 clients
Average Client Portfolio
$384K average
Assets Under Management
$138.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

12640 Crabapple Rd., Ste 300, Milton, GA, 30004

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
November 2015
View Full SEC ReportHow to Read Disclosures
Other 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.
October 2019 - Present · 7 yrs
Cambridge Investment Research, INC.
October 2019 - Present · 7 yrs
Cambridge Investment Research, INC.Broker
October 2019 - Present · 7 yrs
Previous Registrations
Fsc Securities Corporation
July 2016 - October 2019 · 3 yrs 3 mos
Fsc Securities CorporationBroker
July 2016 - October 2019 · 3 yrs 3 mos
Raymond James Financial Services Advisors, INC
December 2015 - July 2016 · 7 mos
Raymond James Financial Services, INC.Broker
November 2015 - July 2016 · 8 mos
Edward Jones
December 2009 - November 2015 · 5 yrs 11 mos
Edward JonesBroker
October 2009 - November 2015 · 6 yrs 1 mo
Wells Fargo Advisors, LLCBroker
September 2006 - October 2009 · 3 yrs 1 mo
State Registrations7 states
FLGAMINCOHTNTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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