Daniel Botti, financial advisor Portland OR
83 score

Daniel Botti

CRD Number: 1272707
Current Firm: Peregrine Asset Advisers, Inc.

Daniel Botti (CRD# 1272707) is an Investment Advisor Representative working at Peregrine Asset Advisers, Inc. in Portland, OR and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Portland, OR Apr 1984 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
S66 NASAA Uniform Combined State Law Examination Jan 2001
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Daniel S. Botti
Phone Number: 503-459-4651
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    276
    MILLIONS
  • Total Number of Accounts
    335
    ACCOUNTS
  • Average Account Value
    $823,582
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, NY, OR, WA

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BADGES
83

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