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Daniel M. Techera

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CRD#: 1766714
DT

Professional summary


Daniel Marcelo Techera was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Daniel is a previously registered financial professional and started their career in finance in 1989. Prior to being barred, Daniel had worked at 22 firms, which includes CARDINAL CAPITAL MANAGEMENT INC., R.K. GRACE & COMPANY, FRANKLIN ROSS INC., CAPITAL INTERNATIONAL SECURITIES GROUP INC., TRADEWAY SECURITIES GROUP INC., MERIT CAPITAL ASSOCIATES INC., BRAUER & ASSOCIATES INC., THE HAMILTON-SHEA GROUP INC., JOSEPH ROBERTS & CO. INC., COMMONWEALTH ASSOCIATES, EURO-ATLANTIC SECURITIES INC., MEYERS POLLOCK ROBBINS INC., PARAGON CAPITAL MARKETS INC., BILTMORE SECURITIES INC., INVESTACORP INC., INDEPENDENT FINANCIAL SECURITIES INC., MARKETING ONE SECURITIES INC., GKN SECURITIES CORP., CIBC WORLD MARKETS CORP., J. W. GANT & ASSOCIATES INC., KETTLER & COMPANY, INVESTORS CENTER INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 14, 2001 - November 26, 2001

CARDINAL CAPITAL MANAGEMENT, INC.

BD
CRD#: 24605
MIAMI, FL
Past

January 6, 2000 - May 3, 2001

R.K. GRACE & COMPANY

BD
CRD#: 35203
MIAMI, FL
Past

May 10, 1999 - October 11, 1999

FRANKLIN ROSS, INC.

BD
CRD#: 43610
PRINCETON, NJ
Past

December 4, 1998 - February 8, 1999

FRANKLIN ROSS, INC.

BD
CRD#: 43610
PRINCETON, NJ
Past

April 15, 1998 - July 24, 1998

CAPITAL INTERNATIONAL SECURITIES GROUP, INC.

BD
CRD#: 29771
MIAMI, FL
Past

April 7, 1998 - April 29, 1998

TRADEWAY SECURITIES GROUP, INC.

BD
CRD#: 29794
CARLSBAD, CA
Past

November 4, 1997 - April 9, 1998

MERIT CAPITAL ASSOCIATES, INC.

BD
CRD#: 30576
WESTPORT, CT
Past

February 7, 1997 - July 17, 1997

BRAUER & ASSOCIATES, INC.

BD
CRD#: 18278
ST. PETERSBURG, FL
Past

November 11, 1996 - February 3, 1997

THE HAMILTON-SHEA GROUP, INC.

BD
CRD#: 37526
POMPANO BEACH, FL
Past

July 15, 1996 - October 19, 1996

JOSEPH ROBERTS & CO., INC.

BD
CRD#: 15971
POMPANO BEACH, FL
Past

March 21, 1996 - August 3, 1996

COMMONWEALTH ASSOCIATES

BD
CRD#: 20833
NEW YORK, NY
Past

May 18, 1995 - April 2, 1996

EURO-ATLANTIC SECURITIES INC.

BD
CRD#: 21367
BOCA RATON, FL
Past

March 13, 1995 - June 2, 1995

MEYERS POLLOCK ROBBINS, INC.

BD
CRD#: 13436
NEW YORK, NY
Past

February 2, 1995 - March 20, 1995

PARAGON CAPITAL MARKETS, INC.

BD
CRD#: 18555
EAST HANOVER, NJ
Past

April 27, 1994 - December 13, 1994

BILTMORE SECURITIES, INC.

BD
CRD#: 25023
FT. LAUDERDALE, FL
Past

September 30, 1993 - March 11, 1994

INVESTACORP, INC.

BD
CRD#: 7684
MIAMI, FL
Past

June 30, 1993 - October 6, 1993

INDEPENDENT FINANCIAL SECURITIES, INC.

BD
CRD#: 19924
Past

May 12, 1993 - June 30, 1993

MARKETING ONE SECURITIES, INC.

BD
CRD#: 16611
PORTLAND, OR
Past

January 25, 1993 - May 10, 1993

GKN SECURITIES CORP.

BD
CRD#: 19415
NEW YORK, NY
Past

October 25, 1989 - July 27, 1990

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

March 16, 1989 - April 25, 1989

J. W. GANT & ASSOCIATES, INC.

BD
CRD#: 7963
Past

January 12, 1989 - March 30, 1989

KETTLER & COMPANY

BD
CRD#: 10530
Past

January 2, 1989 - January 23, 1989

INVESTORS CENTER, INC.

BD
CRD#: 14670

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/19/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


CC
CARDINAL CAPITAL MANAGEMENT, INC.
CARDINAL CAPITAL MANAGEMENT, INC | COMMUNITY INVESTMENT SERVICES, INC. | CARDINAL CAPITAL MANAGEMENT, INC.

CRD#: 24605 / SEC#: , 8-41272

BD
Terminated by SEC on 03/13/2005
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 03/14/1989
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CARDINAL CAPITAL . NET, INC.NEW PARENT COMPANY
CARBONELL, GRISSEL MARIAFINOP2251670
SMITH, HERSHEL FRANCIS JRCHAIRMAN/CEO/SECRETARY/SROP/CROP427817
SWEENEY, CHRISTOPHER ALANSENIOR MANAGING DIRECTOR823375

Disclosures


Regulatory Event6
Arbitration2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CARDINAL CAPITAL MANAGEMENT, INC.

CRD#: 24605

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