Daniel Blaha
Daniel Blaha is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Satellite Beach, FL, with 15 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
1180 Jimmy Buffett Mem Hwy, Satellite Beach, FL, 32937
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2021Other Business ActivitiesSells Insurance
Daniel is a partner in 106 N Main LLC, a rental property company, and serves as a board member for Trinity Fitness Ministries, a Christian gym ministry. He also works as a broker for Forge Insurance, selling fixed and indexed insurance and annuity policies, as well as disability and long-term care insurance, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Previous Registrations
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations3 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.
Exams
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