Daniel
Sauceda
Fisher Investments
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About this Advisor
Daniel Sauceda is a financial advisor based in Plano, Texas, working with Fisher Investments. Daniel has previously held positions at Kmart, Check N Go, City Of Donna, Gap Inc, Young Americans For Liberty, Schlitterbahn Waterpark, State Farm, Walgreens, Waddell & Reed, James Barnett, Jeremy Fuller Insurance Agency, State Farm Vp Management Corp, Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Inc, University Of Texas At San Antonio, University Of Texas Rgv, Bank Of America, N.A, Fisher Investments, and Xeripro. Daniel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Daniel is part of Fisher Investments, which operates out of Plano, Texas. The firm has 14 offices and 3,525 employees. The firm manages assets totaling $235.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Fisher Investments includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fisher Investments Brokerage Details
$235,943,355,465
3,525
148,462
$1,589,251
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Daniel Sauceda Work History
Fisher Investments
Xeripro
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
State Farm Vp Management Corp
Morgan Stanley
Waddell & Reed
James Barnett
Jeremy Fuller Insurance Agency
State Farm
Walgreens
Young Americans For Liberty
Schlitterbahn Waterpark
City Of Donna
Gap Inc
University Of Texas At San Antonio
Check N Go
University Of Texas Rgv
Kmart
Disclosures
Please visit the SEC profile of Daniel Sauceda to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fisher Investments
San Mateo, CA
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Plano, TX
Tampa, FL
Plano, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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