Unclaimed
Daniel Sperrazza is an Investment Advisor Representative at Hightower Advisors, LLC, a firm headquartered in Chicago, IL. Daniel is licensed to provide investment advice in Illinois and New York. He is also a Managing Partner at LakeWater Capital LLC, an SEC-registered Investment Advisor located in Skaneateles, NY. In addition to his role at LakeWater Capital LLC, Daniel has been with Hightower Advisors, LLC since May 2017. His work experience spans more than 8 years in the financial services industry. Daniel has taken the Uniform Investment Adviser Law Examination. Daniel specializes in providing financial planning and investment advice for individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NY
03/18/2021 - Present
Hightower Advisors, LLC (Buffalo NY)
IA
Issued 06/06/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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