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Daniel Eduardo Diaz

FINACCESS ADVISORS, LLC·MIAMI, Florida
Series 65Clean record13 years registeredFINACCESS ADVISORS, LLC
1111 BRICKELL AVENUE, MIAMI, FL 33131CRD# 6099335Firm CRD# 150697

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Eduardo Diaz · MIAMI, FL
Registration
CRD #6099335 · FINACCESS ADVISORS, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

FINACCESS ADVISORS, LLC
Oct 2012 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 22, 2012
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINACCESS ADVISORS, LLC
CRD 150697 · SEC 801-71013
AUM
$4.0B
Regulatory assets under management
Employees
12
170 client accounts
Services offered by FINACCESS ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at FINACCESS ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Daniel Eduardo Diaz offer?
Daniel Eduardo Diaz specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Daniel Eduardo Diaz's credentials?
Daniel Eduardo Diaz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Eduardo Diaz located?
Daniel Eduardo Diaz is based in MIAMI, Florida, working with FINACCESS ADVISORS, LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Daniel Eduardo Diaz charge for services?
Daniel Eduardo Diaz's firm is compensated through percentage of aum, subscription fees, other: referral fees from custodians. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINACCESS ADVISORS, LLC?
FINACCESS ADVISORS, LLC has approximately 12 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FINACCESS ADVISORS, LLC

Javier Lopez Casado
MIAMI, FL
Alexandre A. Da Silva
MIAMI, FL

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