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Daniel Craig Osgood

"tate Asset Management" AND "dco Wealth Management"

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About Daniel Craig Osgood

Daniel Craig Osgood is an Investment Advisor Representative with tate Asset Management and dco Wealth Management. Daniel has been in the financial services industry since 1995 and holds Series 7, 31, 63 and 66 licenses. Daniel has experience in portfolio management for individuals, financial planning, selection of other advisors and specializes in Fixed Income, Equities and Mutual Funds. Daniel is affiliated with both tate Asset Management and dco Wealth Management.

Firm Information

Daniel Osgood is currently registered with "tate Asset Management" AND "dco Wealth Management". Tate Asset Management is an investment advisory firm located in Rancho Santa Fe, CA, and provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. They also provide selection of other advisors services. The firm has 2 licensed agents, 5 investment advisor representatives, and manages over $274 million in assets.
"tate Asset Management" AND "dco Wealth Management"

5531 CANCHA DE GOLF

RANCHO SANTA FE, CA 92091

$274.13M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Osgood’s Registration & Firm History

CA

10/16/2012 - Present

"tate Asset Management" AND "dco Wealth Management" (RANCHO SANTA FE CA)

CA

06/14/2010 - 11/18/2010

FINANCIAL ADVISERS OF AMERICA, LLC (SAN DIEGO CA)

CA

07/14/2006 - 10/06/2009

WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)

CA

01/18/2001 - 07/21/2006

PIPER JAFFRAY & CO. (LAJOLLA CA)

MN

11/13/1995 - 12/22/2000

MILLER & SCHROEDER FINANCIAL, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 03/09/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/08/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/06/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 12/19/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Craig Osgood.
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