Daniel AguannoCRD Number: 5346652
Current Firm: Private Advisor Group, LLC
Daniel Aguanno (CRD# 5346652) is an Investment Advisor Representative working at Private Advisor Group, LLC in Fairfield, NJ and has over 11 years of experience in the finance industry. Daniel Aguanno 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.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
High Mountain Financial Coaching LLC
|Lpl Financial LLC||Fairfield, NJ||Feb 2015 - Current||7|
|Private Advisor Group, LLC||Morristown, NJ||Dec 2014 - Current||7|
|Northwestern Mutual Investment Services, LLC||Fairfield, NJ||Oct 2011 - Jan 2015||3|
|Northwestern Mutual Investment Services, LLC||Summit, NJ||Apr 2009 - Jan 2015||5|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Mar 2009 - Jan 2015||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2011|
Total Assets Under Management33,941MILLIONS
Total Number of Accounts116,249ACCOUNTS
Average Account Value$291,965
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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