Daniel Cauceglia (CRD# 1490736) is an Investment Advisor Representative working at Aventura Capital Management, LLC in Boca Raton, FL and has over 21 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aventura Securities, LLC | Aventura, FL | Dec 2006 - Current | 17 |
| Aventura Capital Management | Aventura, FL | Dec 2006 - Current | 17 |
| Aventura Insurance Services, LLC | Aventura, FL | Dec 2006 - Current | 17 |
| Aventura Holdings, LLC | Aventura, FL | Aug 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2005 |
- CA
- CT
- FL
- IL
- IA
- ME
- MD
- MA
- NH
- NJ
- PA
- UT
- VT
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Total Assets Under Management62MILLIONS
-
Total Number of Accounts253ACCOUNTS
-
Average Account Value$246,544
- A percentage of assets under your management
- Commissions
- 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)
CA, CT, FL, HI, IA, IL, MA, MD, ME, NH, NJ, NY, PA, RI, UT, VT
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