DZ
DZ

Daniel Zamora

1 Year of Experience
Miami, FL
1 DisclosureBroker

Daniel Zamora is a registered investment advisor at Raymond James & Associates, INC., based in Miami, FL, with 1 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5819 advisors
Number of Clients
531,617 clients
Average Client Portfolio
$942K average
Assets Under Management
$501.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

600 Brickell Avenue, Suites 1875 and 2250, Miami, FL, 33131

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2026
Settled
Other Business Activities

Daniel is a Director for Habitat for Humanity of Greater Miami Young Professionals Board, dedicating minimal time to volunteer work and fundraising. This activity is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2025 - Present · 1 yr 8 mos
Raymond James & Associates, INC.Broker
November 2024 - Present · 1 yr 11 mos
State Registrations8 states
FLILMANCNYPATXWA
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.
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