Daniel Staiger
Daniel Staiger is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bohemia, NY, with 19 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
640 Johnson Avenue, Suite 202, Bohemia, NY, 11716
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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.
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Daniel works for Matarazzo & Associates providing client service and advice, and for Matarazzo Staiger Wealth Management as a financial advisor. Both roles take about half of Daniel's time and are not investment related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Ameriprise Financial Services, INC.Broker
State Registrations22 states
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