DI
DI

Daniel Eisaku Itano

16 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
53 advisors
Number of Clients
85,258 clients
Average Client Portfolio
$1000K average
Assets Under Management
$85.2B

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
Loading...

Location

888 Boylston Street, Suite 800, Boston, MA, 02199

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Daniel owns a residential rental property in Las Vegas since 2013. He spends minimal time determining rent, approving tenants, and managing expenses.

Employment History
Current Registrations
Natixis Advisors, LLC
February 2013 - Present · 13 yrs
Natixis Distribution, LLCBroker
January 2013 - Present · 13 yrs 1 mo
Natixis Distribution, LLC
January 2013 - Present · 13 yrs 1 mo
Previous Registrations
LPL Financial LLC
June 2011 - July 2012 · 1 yr 1 mo
LPL Financial LLCBroker
June 2011 - July 2012 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2011 - June 2011 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2010 - June 2011 · 1 yr 5 mos
Ba Investment Services, INC.Broker
July 1998 - January 1999 · 6 mos
Seafirst Investment Services, INC.Broker
April 1998 - July 1998 · 3 mos
State Registrations1 state
MA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Daniel Eisaku Itano - Financial Advisor | TrueAdvisor