Daniel CucuiatCRD 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.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|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|
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
Total Assets Under Management749MILLIONS
Total Number of Accounts599ACCOUNTS
Average Account Value$1,249,945
- A percentage of assets under your management
- Fixed fees (other than subscription 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)
AZ, CA, FL, NV, TX
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