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Daniel Diego

1 Year of Experience
Miami, FL
Broker

Daniel Diego is a registered investment advisor at Raymond James & Associates, INC., based in Miami, FL, with 1 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

600 Brickell Avenue, Suite 1875, Miami, FL, 33131

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History

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.

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Employment History
Current Registrations
Raymond James & Associates, INC.
October 2025 - Present · 7 mos
Raymond James & Associates, INC.Broker
October 2025 - Present · 7 mos
Previous Registrations
Trinity Wealth Securities, L.L.C.Broker
August 2024 - March 2025 · 7 mos
Florida Financial Advisors, LLC
May 2024 - March 2025 · 10 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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.