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Daniel Stapff

4 Years of Experience
Orlando, FL
Broker

Daniel Stapff is a registered investment advisor, based in Orlando, FL, with 4 years of industry experience.

Location

Orlando, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Daniel is a director at Be You & Beyond Inc., a financial education company, where he creates content, manages the team, teaches courses, and responds to students. This takes about 35-50 hours per month.

Employment History
Current Registrations
Brasil Plural Securities LLC
April 2024 - Present · 2 yrs 1 mo
Brasil Plural Securities LLCBroker
April 2024 - Present · 2 yrs 1 mo
Brasil Plural Investment Advisor LLC
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2017 - August 2020 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2017 - August 2020 · 2 yrs 8 mos
Xp Securities, LLCBroker
August 2017 - October 2017 · 2 mos
State Registrations2 states
FLNY
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 Stapff - Financial Advisor | TrueAdvisor