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Daniel Joseph Tachiera

JCSD CAPITAL, LLC·WALNUT CREEK, California
Clean recordJCSD CAPITAL, LLC
1676 N. CALIFORNIA BLVD., WALNUT CREEK, CA 94596CRD# 1128331Firm CRD# 163084

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Joseph Tachiera · WALNUT CREEK, CA
Registration
CRD #1128331 · JCSD CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Joseph Tachiera is a registered financial advisor based in WALNUT CREEK, California, affiliated with JCSD CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
JCSD CAPITAL, LLC
JCSD CAPITAL, LLC
AUM
$120M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at JCSD CAPITAL, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1128331
Firm CRD# 163084
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Joseph Tachiera offer?
Daniel Joseph Tachiera specializes in Retirement Planning. Contact their office in WALNUT CREEK, California for a consultation.
What are Daniel Joseph Tachiera's credentials?
Daniel Joseph Tachiera is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Joseph Tachiera located?
Daniel Joseph Tachiera is based in WALNUT CREEK, California, working with JCSD CAPITAL, LLC. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.
How does Daniel Joseph Tachiera charge for services?
Daniel Joseph Tachiera's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JCSD CAPITAL, LLC?
JCSD CAPITAL, LLC has approximately 3 employees and manages $120M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at JCSD CAPITAL, LLC

Jeffrey Alan Miller
WALNUT CREEK, CA
Joseph P Colmery
WALNUT CREEK, CA
Steven James Didion
WALNUT CREEK, CA

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Research
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