DM
DM

Daniel Massetti

15 Years of Experience
Broker

Daniel Massetti is a registered investment advisor at Hartford Funds, based in Wayne, PA, with 15 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 76 clients with $140B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
58 advisors
IM Fee
Planning only
Assets Under Management
$137.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

690 Lee Road, Wayne, PA, 19087

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Hartford Funds
January 2020 - Present · 6 yrs 3 mos
Hartford Funds Distributors, LLC
January 2020 - Present · 6 yrs 3 mos
Hartford Funds Distributors, LLCBroker
January 2020 - Present · 6 yrs 3 mos
Previous Registrations
Invesco Advisers, INC.
July 2016 - December 2019 · 3 yrs 5 mos
Invesco Distributors, INC.Broker
June 2016 - December 2019 · 3 yrs 6 mos
Legg Mason Investor Services, LLCBroker
August 2014 - June 2016 · 1 yr 10 mos
Oppenheimerfunds Distributor, INC.Broker
February 2011 - August 2014 · 3 yrs 6 mos
Ekn Financial Services INC.Broker
January 2010 - November 2010 · 10 mos
State Registrations3 states
INNYPA
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.
Daniel Massetti - Financial Advisor | TrueAdvisor