Daniel Brea
Daniel Brea is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Miami, FL, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9155 S. Dadeland Blvd., Suite 1404, Miami, FL, 33156
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is the sole owner and manager of DAB Capital Corp, dedicating minimal time to it. He also works as an independent contractor and financial advisor for Total View Advisors, spending about half of his time soliciting business, managing portfolios, authoring articles, and hosting events.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations7 states
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