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Daniel Lawrence Massetti

Hartford Funds

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About Daniel Lawrence Massetti

Daniel Lawrence Massetti is a financial advisor with Hartford Funds, specializing in investment advice for investment companies and pooled investment vehicles. Daniel has been in the industry since 2010 and holds the Series 7, 63, and 65 licenses along with the SIE exam. Daniel has worked at several firms including Invesco Distributors, Inc., Legg Mason Investor Services, LLC, and OppenheimerFunds Distributor, Inc. Currently, Daniel is a registered representative in New York and Georgia, and is an Investment Advisor Representative in New York.

Firm Information

Daniel Massetti is currently registered with Hartford Funds. Hartford Funds is a registered investment advisor based in WAYNE, PA. They manage a total of $128.8 billion in assets for clients such as investment companies, pooled investment vehicles, and state or municipal government entities. They provide portfolio management services for investment companies and pooled investment vehicles, as well as selection of other advisors. They also offer investment advice to states in connection with 529 plans and model recommendations.
Hartford Funds

690 LEE ROAD

WAYNE, PA 19087

$128.83B

Assets Under Management

4

Total Clients

45

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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registrant provides investment advice to states in connection with 529 plans and model recommendations

Registrant provides investment advice to states in connection with 529 plans and model recommendations

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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percentage of assets

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

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other

Fees related to 529 plans and model recommendations.

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Daniel Massetti’s Registration & Firm History

PA

01/12/2022 - Present

Hartford Funds (WAYNE PA)

TX

06/15/2016 - 12/20/2019

INVESCO DISTRIBUTORS, INC. (HOUSTON TX)

CT

08/26/2014 - 06/03/2016

LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)

NY

02/24/2011 - 08/19/2014

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

NY

01/18/2010 - 11/30/2010

EKN FINANCIAL SERVICES INC. (MELVILLE NY)

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Licenses & Designations

IA

Issued 07/18/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/19/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Lawrence Massetti.
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