Daniel J. Abel

BLUE HORIZON EQUITY

Ponte Vedra Beach, FL 32082

CRD#: 4652073

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Professional summary

Daniel Joseph Abel, who also goes by Daniel J. Abel, Daniel J Abel, is a registered financial advisor currently at BLUE HORIZON EQUITY, INC. located in Ponte Vedra Beach, Florida and CETERA WEALTH SERVICES, LLC located in Ponte Vedra Beach, Florida.

Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Daniel has worked at 9 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel J. Abel | Daniel J Abel

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) - RIA

Click below to view Daniel Joseph Abel's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

May 28, 2026 - Present

BLUE HORIZON EQUITY, INC.

Office #1: 4400 Marsh Landing Blvd Suite 101, Ponte Vedra Beach, FL 32082

RIA

CRD#: 341095

Ponte Vedra Beach, FL

Current

May 15, 2026 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 4400 Marsh Landing Blvd. Suite 101 & 102, Ponte Vedra Beach, FL 32082

CRD#: 13572

Ponte Vedra Beach, FL

Past

October 11, 2024 - May 21, 2026

OSAIC WEALTH, INC.

RIA

CRD#: 23131

Ponte Vedra Beach, FL

Past

October 11, 2024 - May 21, 2026

OSAIC WEALTH, INC.

CRD#: 23131

Ponte Vedra Beach, FL

Past

January 18, 2018 - October 11, 2024

AMERICAN PORTFOLIOS ADVISORS, INC

RIA

CRD#: 112697

HOLBROOK, NY

Past

January 16, 2018 - October 11, 2024

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

Ponte Vedra Beach, FL

Past

March 10, 2014 - January 17, 2018

MORGAN STANLEY

RIA

CRD#: 149777

PONTE VEDRA BEACH, FL

Past

March 7, 2014 - January 17, 2018

MORGAN STANLEY

CRD#: 149777

PONTE VEDRA BEACH, FL

Past

October 23, 2009 - March 10, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PONTE VEDRA BEACH, FL

Past

October 23, 2009 - March 10, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PONTE VEDRA BEACH, FL

Past

July 25, 2006 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

TALLAHASSEE, FL

Past

July 17, 2006 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

TALLAHASSEE, FL

Past

June 4, 2003 - July 13, 2006

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

TALLAHASSEE, FL

Past

May 12, 2003 - July 13, 2006

MORGAN STANLEY DW INC.

CRD#: 7556

TALLAHASSEE, FL

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(5/15/2026)

IAR

Florida
(5/28/2026)

Georgia
(5/15/2026)

Illinois
(5/15/2026)

Massachusetts
(5/15/2026)

Michigan
(5/15/2026)

Texas
(5/15/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/29/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 6/26/2003

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 5/8/2003

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BLUE HORIZON EQUITY, INC.

CRD#: 341095 / SEC#: 801-136098

RIA

Registered Investment Advisory firm - (5/6/2026 120-Day Approval)

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Contact information

Main Address

55 Sully's Trail Suite F, Pittsford, NY 14534

Mailing Address

Phone number

+1 (585) 641-7900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLUE HORIZON - PART 2A (3/31/2026)

BLUE HORIZON - APPENDIX 1 WRAP PROGRAM BROCHURE (3/31/2026)

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.

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Advisor Monitoring

Firm Stability Insights

Daniel J. Abel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Joseph Abel's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

AMERICAN PORTFOLIOS ADVISORS, INC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

MORGAN STANLEY

MORGAN STANLEY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/29/2003

SIE

Date: 10/1/2018

Series 31

Date: 6/26/2003

Series 7

Date: 5/8/2003

FINRA

Current Firm

BLUE HORIZON EQUITY, INC.

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

BLUE HORIZON EQUITY, INC.

TRUST BUT VERIFY

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