Daniel Won Seo
Investment adviser representative at Caerus Investment Advisors, LLC
13 yearsExperience
1 stateRegistered in
$117.2MFirm assets
9 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
13 years in the industry.
- Caerus Investment Advisors, LLCSep 2021 to now
- Broadview Capital PartnersApr 2019 to now
- Bipacific PartnersMar 2013 to now
- Arbor Court Capital LLCNov 2013 to Mar 2019
- Checchi Capital Advisers, LLCOct 2013 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Caerus Investment Advisors, LLC
$117.2MAssets managed
54Clients
2Advisers
9 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
- 4240323
- Firm CRD
- 171716