DC
DC

Daniel Robert Casella

21 Years of Experience
Broker
Areas of Practice
Retirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
139 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only
Loading...

Location

95 Glastonbury BLVD, Suite 102, Glastonbury, CT, 06033

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 is the owner of DanBob Enterprises, LLC, an e-commerce business established in May 2023. He spends approximately 10-20% of his time sourcing products, creating listings, and managing suppliers.

Employment History
Current Registrations
Usi Securities, INC.Broker
February 2024 - Present · 2 yrs
Usi Advisors
February 2024 - Present · 2 yrs
Previous Registrations
Triad Advisors LLCBroker
November 2018 - August 2022 · 3 yrs 9 mos
Onedigital Investment Advisors
September 2018 - August 2022 · 3 yrs 11 mos
LPL Financial LLCBroker
November 2010 - November 2018 · 8 yrs
Independent Financial Partners
November 2010 - November 2018 · 8 yrs
Nrp Advisors, INC.
July 2010 - December 2010 · 5 mos
Nrp Financial, INC.Broker
June 2010 - November 2010 · 5 mos
UBS Financial Services INC.Broker
July 2007 - June 2010 · 2 yrs 11 mos
NFP Securities, INC.Broker
January 2007 - June 2007 · 5 mos
Gbs Retirement Services, INC.Broker
July 2002 - December 2006 · 4 yrs 5 mos
Cadaret, Grant & CO., INC.Broker
November 1998 - December 1998 · 1 mo
State Registrations1 state
CT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.