Daniel Kopf is a registered investment advisor at Cetera Investment Advisers LLC, based in Cheshire, CT, with 6 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
2278 Waterbury Rd, Cheshire, CT, 06410
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel works as an investment analyst for Ciampi Tax and Financial Services, LLC since 2017. This takes about a quarter of his time, including time during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
State Registrations1 state
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