Daniel Stuven (CRD# 7345397) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in East Setauket, NY and has over 2 years of experience in the finance industry.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | East Setauket, NY | May 2022 - Current | 2 |
| Raymond James Financial Services, Inc. | East Setauket, NY | Sep 2021 - Current | 2 |
| Girard Wealth Management Group | East Setauket, NY | Sep 2021 - Current | 2 |
| New York Life Insurance Company | Melville, NY | Mar 2021 - Sep 2021 | < 1 |
| Everyday Pools Inc. | Holbrook, NY | May 2019 - Jan 2021 | 1 |
| Binghamton University - Suny | Vestal, NY | Aug 2016 - May 2020 | 3 |
| Dos Rios Cantina | Binghamton, NY | Sep 2018 - Mar 2020 | 1 |
| Poppa Mia's Ice House | West Sayville, NY | May 2014 - Aug 2016 | 2 |
| Unemployed | West Sayville, NY | Oct 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- NY
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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