Daniel
Larsen

Raymond James & Associates, Inc

CRD#4858086
Investment Advisor
in Boston, MA
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About this Advisor

Daniel Larsen is a chartered financial analyst working out of Boston, Massachusetts, who has been in the advisory business for 10 years. Larsen is an advisor for Raymond James & Associates, Inc. Their career trajectory has included roles at Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney, J.P. Morgan Securities LLC, Jpmorgan Chase Bank, Raymond James & Associates, Univest Investments, Inc, Ubs Financial Services Inc and Girard Partners, LTD. Larsen holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Raymond James & Associates, Inc is a financial advisory business based in Boston, Massachusetts. It has offices in 422 locations and a total of 13,277 advisors. It oversees $143 billion in assets among its 472,443 customer accounts, placing it among the largest firms in the nation by assets under management. The firm serves 385 charitable organizations. Of its 472,443 accounts, just 6% are associated with high-net-worth investors who have at least $1 million in assets. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types billed by Raymond James & Associates, Inc can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

One International Place Suite 2810
Boston, MA 02110

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Raymond James & Associates, Inc Brokerage Details

Total Assets Under Management

$176,057,305,373

MA Average: $1,855,561,029
Total Number of Employees

14,205

MA Average: 62
Total Number of Accounts

591,180

MA Average: 2,474
Average Account Size

$297,807

MA Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Daniel Larsen Work History

Daniel has 10 years of experience.

2017 - Present (2 years)

Raymond James & Associates

2016 - 2017 (1 years)

Univest Investments, Inc

2016 - 2017 (1 years)

Girard Partners, LTD

2015 - 2016 (1 years)

Ubs Financial Services Inc

2011 - 2015 (4 years)

J.P. Morgan Securities LLC

2011 - 2011 (0 years)

Jpmorgan Chase Bank

2009 - 2011 (2 years)

Morgan Stanley Smith Barney

2008 - 2011 (3 years)

Morgan Stanley & Co., Inc

Disclosures

Daniel Larsen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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