Daan Mutsaers, financial advisor Atlanta GA

Daan Mutsaers

CRD Number: 6550745
Current Firm: Raymond James & Associates, Inc.

Daan Mutsaers (CRD# 6550745) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Atlanta, GA and has 1 year of experience in the finance industry. Daan Mutsaers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Raymond James & Associates, Inc. Atlanta, GA Nov 2020 - Current 1
Bluerock Wealth Management, LLC Alpharetta, GA Jun 2020 - Oct 2020 < 1
Truewealth Management Atlanta, GA Jul 2018 - May 2020 1
Watermark Asset Management San Ramon, CA Apr 2016 - May 2018 2
Unemployed Pleasanton, CA Jan 2016 - Mar 2016 < 1
First Wealth Financial Group Clinton, IA Aug 2015 - Dec 2015 < 1
Ashford University Clinton, IA Aug 2013 - Dec 2015 2
Lee-chandler Enterprises Indianapolis, IN Jan 2015 - Apr 2015 < 1
Ywca Clinton, IA Aug 2014 - Dec 2014 < 1
Foothill College Los Altos, CA Aug 2012 - Jul 2013 < 1
Het College Weert, Jul 2010 - Jul 2012 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2021
Contact Info for Daan S. Mutsaers
Phone Number: 727-567-1000
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    242,536
    MILLIONS
  • Total Number of Accounts
    758,159
    ACCOUNTS
  • Average Account Value
    $319,901
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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