Unclaimed Profile

Daniel Craig Osgood

ACAS, LLC·SAN DIEGO, California

Series 7, Series 31, Series 63, Series 6625 years registeredACAS, LLC

11622 EL CAMINO REAL, SAN DIEGO, CA 92130CRD# 2684112Firm CRD# 160657

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Craig Osgood · SAN DIEGO, CA

Registration

CRD #2684112 · ACAS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

"TATE ASSET MANAGEMENT" AND "DCO WEALTH MANAGEMENT"

Oct 2012 – present

ADVANCED PRACTICE ADVISORS, LLC

Jun 2010 – Sep 2012

SAN DIEGO, CA

CONCERT WEALTH MANAGEMENT, INC.

Oct 2009 – Dec 2010

SAN DIEGO, CA

WELLS FARGO ADVISORS, LLC

Jul 2006 – Oct 2009

SAN DIEGO, CA

PIPER JAFFRAY & CO.

Apr 2001 – Jul 2006

LAJOLLA, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 66

Registration record

First registered · April 10, 2001

Years registered · 25

Disclosure History

2002Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ACAS, LLC

CRD 160657 · SEC 801-110370

AUM

$274M

Regulatory assets under management

Employees

652 client accounts

Services offered by ACAS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ACAS, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Craig Osgood offer?

Daniel Craig Osgood specializes in Financial Planning, Investment Management. Contact their office in SAN DIEGO, California for a consultation.

What are Daniel Craig Osgood's credentials?

Daniel Craig Osgood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Craig Osgood located?

Daniel Craig Osgood is based in SAN DIEGO, California, working with ACAS, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Daniel Craig Osgood charge for services?

Daniel Craig Osgood's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ACAS, LLC?

ACAS, LLC has approximately 5 employees and manages $274M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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