Daniel Fresquez is a registered investment advisor at Cradle to College Financial, LLC, based in Santa Fe, NM. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
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Location
Santa Fe, NM
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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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Current Registrations
Cradle to College Financial, LLC
December 2025 - Present · 5 mos
State Registrations2 states
NMTX
Advisor
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Exams
No exam information available for this advisor.