Daniel Beheshti
Daniel Beheshti is a registered investment advisor at Cetera Investment Advisers LLC, based in Las Vegas, NV, with 13 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
3960 Howard Hughes Pkwy Suite 500, Office 531, Las Vegas, NV, 89169
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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 an insurance agent selling fixed insurance products since 2013, dedicating minimal time to this activity. He is also the manager of Frankfurt Investment and Distributions LLC, a non-producing entity for real estate and personal investments, also requiring minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Bright Trading, LLCBroker
State Registrations16 states
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