Daniel
Sauceda

Fisher Investments

CRD#7218776
Investment Advisor
in Plano, TX

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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

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

6500 International Pkwy Ste 2050
Plano, TX 75093-8222

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Fisher Investments Brokerage Details

Total Assets Under Management

$235,943,355,465

TX Average: $3,042,739,679
Total Number of Employees

3,525

TX Average: 49
Total Number of Accounts

148,462

TX Average: 2,315
Average Account Size

$1,589,251

TX Average: $1,314,358

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

2024 - Present (0 year)

Fisher Investments

2024 - Present (0 year)

Xeripro

2023 - Present (1 year)

Bank Of America, N.A

2022 - Present (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2021 - 2021 (< 1 year)

State Farm Vp Management Corp

2021 - 2022 (1 year)

Morgan Stanley

2020 - 2020 (< 1 year)

Waddell & Reed

2020 - 2020 (< 1 year)

James Barnett

2020 - 2021 (1 year)

Jeremy Fuller Insurance Agency

2019 - 2019 (< 1 year)

State Farm

2019 - 2020 (1 year)

Walgreens

2018 - 2019 (1 year)

Young Americans For Liberty

2018 - 2018 (< 1 year)

Schlitterbahn Waterpark

2017 - 2017 (< 1 year)

City Of Donna

2017 - 2018 (1 year)

Gap Inc

2017 - 2019 (2 years)

University Of Texas At San Antonio

2016 - 2017 (1 year)

Check N Go

2016 - 2017 (1 year)

University Of Texas Rgv

2015 - 2016 (1 year)

Kmart

Created with Highcharts 6.0.7

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

Weston Cooper
San Mateo, CA
Michael Mcclelland
Plano, TX
Zachory Prekel
Plano, TX
Nicholas Arntz
Plano, TX
Eric Schmauch
Plano, TX
Hyun Paik
Plano, TX
Ry Cardeilhac
Tampa, FL
Michael Valentino
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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