Daniel Domingo Anderle
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
2 statesRegistered in
$390BFirm assets
17 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 assetsHourlyFixed or flat feeCommissionsOther
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
10 years in the industry.
- Raymond James Located At Mission Federal Credit UnionApr 2021 to now
- Raymond James Financial Services Advisors, IncOct 2019 to now
- Mission Federal Credit UnionOct 2019 to now
- Raymond James Financial Services, IncOct 2019 to now
- Cuso Financial Services, LPDec 2017 to Oct 2019
- UnemployedAug 2017 to Nov 2017
- Union Bank MufgJun 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 5058331
- Firm CRD
- 149018