Daniel Tachiera, financial advisor Walnut Creek CA

Daniel Tachiera

CRD Number: 1128331
Current Firm: Jcsd Capital, LLC

Daniel Tachiera (CRD# 1128331) is an Investment Advisor Representative working at Jcsd Capital, LLC in Walnut Creek, CA and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Jcsd Capital, LLC Walnut Creek, CA Mar 2011 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Daniel J. Tachiera
Phone Number: 925-954-7207
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    106
    MILLIONS
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $52,820,338
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States

CA

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