Daniel Eduardo Diaz
Investment adviser representative at Finaccess Advisors LLC
14 yearsExperience
1 stateRegistered in
$4.1BFirm assets
16 yearsFirm in business
Are you Daniel Eduardo Diaz? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Finaccess Advisors LLCJan 2022 to now
- Finaccess Advisors LLCJul 2012 to Dec 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (FL).
Finaccess Advisors LLC
$4.1BAssets managed
101Clients
7Advisers
16 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
- 6099335
- Firm CRD
- 150697