Daniel Cucuiat, financial advisor Orange CA

Daniel Cucuiat

CRD Number: 5108180
Current Firm: Guardian Financial Partners, LLC

Daniel Cucuiat (CRD# 5108180) is an Investment Advisor Representative working at Guardian Financial Partners, LLC in Orange, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Guardian Financial Partners, LLC Orange, CA May 2021 - Current 1
National Senior Insurance Boca Raton, FL Jan 2013 - Current 9
Signature Resources Capital Management LLC Irvine, CA Jun 2016 - May 2021 4
Seeman Holtz Financial Boca Raton, FL Mar 2013 - May 2016 3
Signature Resources Capital Management Irvine, CA Aug 2009 - Feb 2013 3
Signator Investors, Inc. Irvine, CA Dec 2006 - Jan 2013 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Daniel Cucuiat
Phone Number: 949-771-2969
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    749
    MILLIONS
  • Total Number of Accounts
    599
    ACCOUNTS
  • Average Account Value
    $1,249,945
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

AZ, CA, FL, NV, TX

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