Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Digiacomo is a financial advisor at Captrust. Daniel has been in the industry since November 2002 and has a wide range of experience in the financial services industry. Daniel holds the Series 7, Series 55 and Series 66 licenses, and has held prior registrations with several firms including Moors & Cabot, Inc., Westminster Securities Corporation, Susquehanna Capital Group, and William Blair & Company L.L.C.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
04/22/2015 - Present
Captrust (Lake Mary FL)
FL
09/11/2007 - 03/03/2010
SAGEPOINT FINANCIAL, INC. (MAITLAND FL)
MA
07/21/2005 - 02/09/2006
MOORS & CABOT, INC. (BOSTON MA)
NY
10/14/2004 - 04/01/2005
WESTMINSTER SECURITIES CORPORATION (NEW YORK NY)
PA
12/04/2003 - 11/01/2004
SUSQUEHANNA CAPITAL GROUP (BALA CYNWYD PA)
NJ
12/10/2001 - 11/14/2003
HILLIARD FARBER & CO., INC. (JERSEY CITY NJ)
NY
03/20/2001 - 11/15/2001
NDB CAPITAL MARKETS, LP (NEW YORK NY)
IL
08/30/2000 - 03/19/2001
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
BOTH
Issued 10/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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