Daniel Cauceglia, financial advisor Fort Lauderdale FL

Daniel Cauceglia

CRD Number: 1490736
Current Firm: Aventura Capital Management, LLC

Daniel Cauceglia (CRD# 1490736) is an Investment Advisor Representative working at Aventura Capital Management, LLC in Fort Lauderdale, FL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Aventura Securities, LLC Aventura, FL Dec 2006 - Current 14
Aventura Capital Management Aventura, FL Dec 2006 - Current 14
Aventura Insurance Services, LLC Aventura, FL Dec 2006 - Current 14
Aventura Holdings, LLC Aventura, FL Aug 2006 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S66 NASAA Uniform Combined State Law Examination Mar 2005
Contact Info for Daniel T. Cauceglia
Phone Number: 305-466-0467
Firm Website: http://aventuracap.com
Registered State(s):
  • CA
  • CT
  • FL
  • IL
  • IA
  • ME
  • MD
  • MA
  • NH
  • NJ
  • PA
  • UT
  • VT
By the Numbers
  • Total Assets Under Management
    111
    MILLIONS
  • Total Number of Accounts
    249
    ACCOUNTS
  • Average Account Value
    $447,093
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, FL, HI, IA, IL, MA, MD, ME, NH, NJ, NY, PA, RI, UT, VT

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