Daniel Stuven
Daniel Stuven is a CFA-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in East Setauket, NY, with 4 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
376 Mark Tree Rd, East Setauket, NY, 11733
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel works as an associate/employee at Girard Wealth Management Group, focusing on research and trading. This takes about a quarter of his time overall, and about half his time during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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