Daniel Pecoraro
Investment adviser representative at Compass Financial Management LLC
10 yearsExperience
1 stateRegistered in
$893.8MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Compass Financial Management LLCSep 2026 to now
- 111 Wealth Group, LLCMar 2026 to now
- Api Financial Advisors, LLCMar 2026 to Aug 2026
- Pecoraro Fisher and Partners Wealth Group LLCDec 2025 to Mar 2026
- Your Ia, LLCDec 2025 to Mar 2026
- Pecoraro Fisher and Partners Wealth Group Insurance AgencyJan 2024 to Mar 2026
- MML Investors Services, LLCJun 2022 to Jan 2024
- Massmutual Life Insurance CompanyMay 2022 to Jan 2024
- Pruco Securities, LLC.May 2019 to May 2022
- Prudential Insurance Company of AmericaMay 2019 to May 2022
- Independent Insurance ProducerJan 2018 to Apr 2019
- Virtue Capital Management, LLCJan 2018 to Apr 2019
- Daniel Pecoraro (self Employed)Jan 2016 to May 2019
- Planmember Securities CorporationJan 2016 to Dec 2017
- RpaJan 2016 to Dec 2017
- BencorJan 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (FL).
Compass Financial Management LLC
$893.8MAssets managed
2,228Clients
45Advisers
6 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
- 2515087
- Firm CRD
- 156345