Daniel Francis Brascetta
Investment adviser representative at Beacon Pointe Advisors, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$54.9BFirm 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 feePerformance-based
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.
- Beacon Pointe Advisors, LLCMar 2023 to now
- Beacon Pointe Insurance ServicesMar 2023 to now
- Lord and RichardsNov 2022 to Mar 2023
- Ae Wealth Management, LLCOct 2022 to Mar 2023
- Shj Wealth AdvisorsJun 2021 to Oct 2022
- Pathway Advisors GroupOct 2018 to Jun 2021
- Charles Schwab BankMay 2017 to Oct 2018
- Charles Schwab & Co., IncMay 2016 to Oct 2018
- Charles Schwab BankMay 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Beacon Pointe Advisors, LLC
$54.9BAssets managed
29,929Clients
470Advisers
24 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
- 5868128
- Firm CRD
- 119290