Daniel Coccia
Daniel Coccia is a registered investment advisor at Cetera Investment Advisers LLC, based in Rochester, NY, with 10 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
1200A Scottsville Road, Suite 140, Rochester, NY, 14624
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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 the owner of an accounting and tax preparation business, which takes nearly full-time. He also holds board positions, assists with church budgeting, serves as a trustee, is president of NYSSEA, and sells equity indexed annuities through Avantax.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations8 states
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