Daniel L Bonder
Investment adviser representative at Osaic Advisory Services, LLC
20 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$15.5BFirm 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
- Seminars and workshops
Experience
20 years in the industry.
- Osaic Advisory Services, LLCNov 2024 to now
- Osaic Wealth, Inc.Jun 2024 to now
- Arbor Point AdvisorsNov 2023 to Nov 2024
- Securities America, Inc.Nov 2023 to Jun 2024
- Beacon Financial Advisory LLCJun 2015 to Nov 2023
- Capital Analysts, Inc.Apr 2010 to Nov 2023
- Beacon Financial PartnersDec 2006 to Nov 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 3 states (FL, OH, TX).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 2518757
- Firm CRD
- 171070