Daniel Drago, financial advisor Bridgeport CT

Daniel Drago

CRD Number: 2491646
Current Firm: Lpl Financial LLC

Daniel Drago (CRD# 2491646) is an Investment Advisor Representative working at Lpl Financial LLC in Bridgeport, CT and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Webster Financial Corp Trumbull, CT Feb 2017 - Current 2
Lpl Financial, LLC Trumbull, CT Feb 2017 - Current 2
Key Investment Services LLC Manchester, CT Sep 2016 - Feb 2017 < 1
Keybank Orange, CT Sep 2016 - Feb 2017 < 1
Lpl Financial LLC Milford, NC Dec 2011 - Sep 2016 4
First Niagara Bank Milford, CT Dec 2011 - Sep 2016 4
Various Insurance Carriers For W & R Insurance Agencies North Branford, CT Mar 2011 - Dec 2011 < 1
Waddell & Reed, Inc. Hamden, CT Mar 2011 - Dec 2011 < 1
Unemployeed North Branford, CT Oct 2010 - Mar 2011 < 1
Wachovia Securities, LLC Northford, CT Jun 2003 - Oct 2010 7
Wachovia Securities, LLC Northford, CT Jun 2003 - Oct 2010 7
Wachovia Bank, N.a. Northford, CT Jun 2002 - Oct 2010 8
Wachovia Bank Madison, CT Jun 2002 - Oct 2010 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1994
S65 NASAA Investment Advisors Law Examination Aug 2004
Contact Info for Daniel J. Drago
Phone Number: 617-423-3644
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    159,099
    MILLIONS
  • Total Number of Accounts
    786,525
    ACCOUNTS
  • Average Account Value
    $202,281
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)
  • Educational seminars/workshops
  • 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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BADGES
Clean Record
This advisor has a clean track record with regulators.

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