Daniel Azeredo

Financial advisor at Osaic Wealth, Inc. · Boca Raton, FL

Last updated 2026-10-10

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Daniel Azeredo is a financial advisor at Osaic Wealth, Inc. in Boca Raton, FL, CRD 5646378. Licenses and exams on the registration: Series 66. IAPD registration began 2009-12-01.

Registration

CRD number
5646378
Registration status
Active
IAPD registration
2009-12-01
Industry Experience
16 years
Work Experience
19 years
States registered
CO, FL, MS, NC, TX

Licenses and exams

  • Series 66

Work history

  • 2007-01 to 2017-07 · Anderson, Azeredo & Loice Cpa's & Associates · North Palm Beach, FL
  • 2009-06 to 2023-08 · Royal Alliance Associates, Inc. · Boca Raton, FL
  • 2023-08 to Present · Osaic Wealth, Inc · Boca Raton, FL

Current employment

SEC IAPD record for Daniel Azeredo

Osaic Wealth, Inc.

Regulatory AUM
$234,858,518,740
Registered advisors
8,060
Offices
4,720
Clients per advisor
71.4 (Moderate)
Average AUM per client
$408.1K (Low)
High-net-worth client ratio
9.6% (Low)

Osaic Wealth, Inc.: advisors, services and reported ETF investments

About

Daniel Azeredo is a financial advisor at Osaic Wealth, Inc. in Boca Raton, FL. Reported securities licenses include Series 66. The latest record indicates 16 years of industry experience and 19 years of reported work history.

Osaic Wealth, Inc.'s firm-level Form ADV reports 8,060 advisors across 4,720 offices; approximately 71.4 clients per advisor, average assets per client of $408,086, and regulatory AUM of $234.9B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pooled investment vehicles, Pension and profit-sharing plans, and Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.

What this firm offers

Filed by Osaic Wealth, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

4800 North Federal Hwy., Boca Raton, FL 33431

1 advisor at this office.

Osaic Wealth office in Boca Raton, FL

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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