Daniel Jaubert is a registered investment advisor at Crescent Sterling LTD., based in Metairie, LA. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 195 clients with $210M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
IM Fee
Planning only
Assets Under Management
$214.1M
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Location
4415 Shores Drive, Suite 250, Metairie, LA, 70006-6804
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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.
Learn about disclosures →Employment History
Current Registrations
Crescent Sterling LTD.
October 2025 - Present · 6 mos
State Registrations1 state
LA
Advisor
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.