Daniel Mesa
CRD Number: 7069825
Current Firm: Beacon Global Advisor Network, LLC
Compensation Model: Fee Only
Daniel is a Managing Partner at BlackPoint Capital Partners. He specializes in comprehensive financial planning, investment management, and retirement strategies for individuals and businesses. He takes pride in helping clients navigate complex financial landscapes, empowering them to make informed decisions for long-term success. As a CFP® professional, he upholds the highest ethical standards while serving as a fiduciary for his clients. Daniel holds a Bachelor of Arts degree in Chinese and Government from Hamilton College, as well as a Certificate in Financial Planning from NYU.
At BlackPoint Capital Partners, our mission is to provide personalized and comprehensive financial guidance, enabling our clients to achieve their goals while optimizing opportunities that arise in the market. We are dedicated to assisting clients in making informed investment decisions, managing market volatility, and identifying strategic opportunities aligned with their risk tolerance and long-term objectives. By embracing a proactive and tailored approach, we empower clients to build and preserve their wealth, realizing lasting financial success and security. Our commitment extends to preparing clients to make the most of critical moments in investment performance, guiding them confidently and positioning for enduring financial prosperity.
CRD# 5338514
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Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Global Advisor Network, LLC | Miami, FL | Aug 2023 - Current | < 1 |
| Blackpoint Capital Partners, LLC | Miami, FL | Aug 2023 - Current | < 1 |
| Gwm Usa, LLC | Miami, FL | Jan 2019 - Aug 2023 | 4 |
| Beacon Global Advisor Network, LLC | Miami, FL | Jan 2019 - Apr 2021 | 2 |
| Cervera Real Estate, Inc. | Miami, FL | Jan 2017 - Jan 2019 | 2 |
| Cerveral Real Estate, Inc. | Miami, FL | Feb 2016 - Jan 2017 | < 1 |
| Travel | Miami, FL | Oct 2015 - Feb 2016 | < 1 |
| Ami Trading (usa), Inc. | Miami, FL | Feb 2015 - Oct 2015 | < 1 |
| G&m General Service | Miami, FL | Jul 2014 - Feb 2015 | < 1 |
| Education - Hamilton College | Clinton, NY | May 2008 - May 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2018 |
- FL
- TX
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Total Assets Under Management292MILLIONS
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Total Number of Accounts361ACCOUNTS
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Average Account Value$807,706
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, MI, NC, NJ, NV, NY, OH, OR, PA, SC, TX, VA, WA
BlackPoint Capital Partners LLC, through its advisers, offers investment and financial advisory services through Beacon Global Advisor Network, LLC (BGAN), a Registered Investment Adviser with the Securities and Exchange Commission (SEC), SEC number: 801-110724, CRD number: 288833. Registration with the SEC does not imply a certain level of experience or education and does not mean the SEC approves or endorses BGAN. Beacon Global Advisor Network, LLC does not provide tax or legal advice. None of the information on this site should be considered tax or legal advice.
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