Daniel Raymond Cuddy
Investment adviser representative at Kestra Advisory Services, LLC
34 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$79.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
34 years in the industry.
- Kestra Advisory Services, LLCSep 2026 to now
- Kestra Investment Services LLCSep 2026 to now
- Cetera Investment Advisers LLCSep 2025 to Sep 2026
- Cetera Wealth Services, LLCSep 2025 to Sep 2026
- Cuddy Financial ServicesAug 2003 to Sep 2026
- Daniel R. Cuddy,cpa,LLCMay 1996 to Sep 2026
- Avantax Advisory ServicesAug 1993 to Sep 2025
- Avantax Investment Services, Inc.Sep 1992 to Sep 2025
- Avantax Insurance Agency, LLCJul 1992 to Sep 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2286154
- Firm CRD
- 283330