Daniel Fantozzi is a registered investment advisor, based in Neptune, NJ, with 3 years of industry experience.
Location
3311 Route 33, Neptune, NJ, 07753
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel works as a Financial Planning Sales Assistant at Brendon Pierson, Inc., a financial planning and CPA firm, dedicating full-time hours to this role. His responsibilities include administrative, fundamental, and analytical tasks related to financial planning and client service.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations1 state
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.