Daniel Sauceda is a registered investment advisor at Pacer Advisors, INC., based in San Francisco, CA, with 4 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 71 clients with $42B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
21 advisors
IM Fee
Planning only
Assets Under Management
$41.8B
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Location
San Francisco, CA
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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.
Learn about disclosures →Employment History
Current Registrations
Pacer Advisors, INC.
September 2026 - Present · 1 mo
Pacer Financial, INC.Broker
September 2026 - Present · 1 mo
Pacer Financial, INC.
September 2026 - Present · 1 mo
Previous Registrations
Fisher Investments
May 2024 - January 2026 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2022 - May 2024 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2022 - May 2024 · 1 yr 5 mos
Morgan Stanley
September 2022 - November 2022 · 2 mos
Morgan StanleyBroker
December 2021 - November 2022 · 11 mos
State Farm Vp Management CORP.Broker
April 2021 - November 2021 · 7 mos
State Registrations1 state
PA
Advisor
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.
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