Daniel C Raggio
Investment adviser representative at Burford Brothers, Inc.
10 yearsExperience
2 statesRegistered in
$440.2MFirm assets
6 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.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Burford Brothers, Inc.Mar 2026 to now
- J.P. Morgan Chase Bank NAAug 2016 to Mar 2026
- J.P. Morgan Securities LLCAug 2016 to Mar 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Burford Brothers, Inc.
$440.2MAssets managed
234Clients
7Advisers
6 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
- 6696030
- Firm CRD
- 306574