Daniel Cazac (CRD# 5467592) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 16 years of experience in the finance industry. Daniel Cazac has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 4211653
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investme Nts | Westlake, TX | Jul 2021 - Current | 2 |
Texas Made Wealth | Mcgregor, TX | Jun 2016 - Jul 2021 | 5 |
Lutheran Foundation Of The Southwest | Austin, TX | Nov 2015 - Jul 2021 | 5 |
Fidelity Brokerage Services LLC | Westlake, TX | Sep 2014 - Nov 2015 | 1 |
Charles Schwab & Company,inc | Dallas, TX | Aug 2012 - Sep 2014 | 2 |
Charles Schwab Bank | Dallas, TX | Aug 2012 - Sep 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2008 |
S63 | Uniform Securities State Law Examination | Oct 2021 |
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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