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Daniel Joseph Abel

BLUE HORIZON EQUITY
Ponte Vedra Beach, FL
·CRD# 4652073·23 years registered

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,...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Daniel J. Abel, Daniel J Abel

Blog Corner

More Resources

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

23 years registered in the securities industry

Current & Past Employments

Current

BLUE HORIZON EQUITY, INC.Current·CRD# 341095
RIA
4400 Marsh Landing Blvd Suite 101, Ponte Vedra Beach, FL 32082
May 28, 2026 - Present
CETERA WEALTH SERVICES, LLCCurrent·CRD# 13572
BD
4400 Marsh Landing Blvd. Suite 101 & 102, Ponte Vedra Beach, FL 32082
May 15, 2026 - Present

Past

OSAIC WEALTH, INC.Past·CRD# 23131
RIA
Ponte Vedra Beach, FL
October 11, 2024 - May 21, 2026
OSAIC WEALTH, INC.Past·CRD# 23131
BD
Ponte Vedra Beach, FL
October 11, 2024 - May 21, 2026
AMERICAN PORTFOLIOS ADVISORS, INCPast·CRD# 112697
RIA
Holbrook, NY
January 18, 2018 - October 11, 2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.Past·CRD# 18487
BD
Ponte Vedra Beach, FL
January 16, 2018 - October 11, 2024
MORGAN STANLEYPast·CRD# 149777
RIA
Ponte Vedra Beach, FL
March 10, 2014 - January 17, 2018
MORGAN STANLEYPast·CRD# 149777
BD
Ponte Vedra Beach, FL
March 7, 2014 - January 17, 2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
RIA
Ponte Vedra Beach, FL
October 23, 2009 - March 10, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
BD
Ponte Vedra Beach, FL
October 23, 2009 - March 10, 2014
BANC OF AMERICA INVESTMENT SERVICES, INC.Past·CRD# 16361
RIA
Tallahassee, FL
July 25, 2006 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.Past·CRD# 16361
BD
Tallahassee, FL
July 17, 2006 - October 23, 2009
MORGAN STANLEY DW INC.Past·CRD# 7556
RIA
Tallahassee, FL
June 4, 2003 - July 13, 2006
MORGAN STANLEY DW INC.Past·CRD# 7556
BD
Tallahassee, FL
May 12, 2003 - July 13, 2006

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Current Firm

BH
BLUE HORIZON EQUITY, INC.

21ST CENTURY PLANNERS | WATERSTONE FINANCIAL SERVICES | SOLENNIAL WEALTH MANAGEMENT | PATHWAY WEALTH MANAGEMENT AND INSURANCE GROUP | MAGII PENSION SERVICES | LAPORTE WEALTH MANAGEMENT GROUP | GENESIS ASSET MANAGEMENT GROUP INC. | FORGE FINANCIAL ADVISORS | FINGER LAKES INVESTMENTS | DANIEL N. SAXE | CAVE WEALTH MANAGEMNET | CARLOZZI FINANCIAL SERVICES | CAPE COD WEALTH STREATEGIES & INSURANCE SERVICES, LLC | BLUE HORIZON EQUITY, INC. | BAILEY FINANCIAL PLANNING | ASPIRE FINANCIAL GROUP

CRD#: 341095 / SEC#: 801-136098
RIA
Registered Investment Advisory firm - SEC (5/6/2026 Approved)

Contact Information

Main Address

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

Phone Number

+1 (585) 641-7900

# of Employees

45

SEC notice filing (23 States and Territories)

Registered to provide investment advisory services in 23 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BLUE HORIZON - PART 2A (9/3/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,002

AUM (Assets Under Management)

$745,938,696

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1. NAME OF OTHER BUSINESS: BLUE HORIZON EQUITY, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: WEALTH ADVISOR/IAR START DATE: 05/2026 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER ADVISORY SERVICES TO MY CLIENTS IN MY CAPACITY AS AN ADVISOR. 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 01/2018 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: ABEL WEALTH MANAGEMENT, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: dba for FINANCIAL & INSURANCE SERVICES START DATE: 01/2018 POSITION/TITLE/RELATIONSHIP: PRESIDENT / CEO APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OFFER FINANCIAL & INSURANCE SERVICES for Blue Horizon, Cetera & ITRUST ADVISORS, LLC 4. NAME OF OTHER BUSINESS: ITP PARTNERS, LLC INVESTMENT RELATED: No ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: Office Premises Management & Branding START DATE: 01/2018 POSITION/TITLE/RELATIONSHIP: Wealth Management Associate APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: Provides administrative support for a shared office location used by multiple financial services professionals 5. NAME OF OTHER BUSINESS: ITRUST ADVISORS, LLC INVESTMENT RELATED:YES ADDRESS: 440 S WARREN ST SUITE 608 SYRACUSE, NY 13202 NATURE OF BUSINESS: INSURANCE SERVICES START DATE: 01/2018 POSITION/TITLE/RELATIONSHIP: AGENT APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: OFFER INSURANCE SERVICES 6. NAME OF OTHER BUSINESS: ST. AUGUSTINE SAILING ENTERPRISES, INC. INVESTMENT RELATED: NO ADDRESS: 3076 HARBOR DR ST. AUGUSTINE, FL 32084 NATURE OF BUSINESS: CHARTER SAILBOAT START DATE: 02/2025 POSITION/TITLE/RELATIONSHIP: CHARTER CAPTAIN APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: CHARTER SAILBOAT CAPTAIN 7. NAME OF OTHER BUSINESS: CETERA WEALTH SERVICES, LLC INVESTMENT RELATED: YES ADDRESS: Same as Registered Location NATURE OF BUSINESS: Broker Dealer START DATE: 05/2026 POSITION/TITLE/RELATIONSHIP: Registered Representative APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: Brokerage Financial Services

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BH
BLUE HORIZON EQUITY, INC.

21ST CENTURY PLANNERS | WATERSTONE FINANCIAL SERVICES | SOLENNIAL WEALTH MANAGEMENT | PATHWAY WEALTH MANAGEMENT AND INSURANCE GROUP | MAGII PENSION SERVICES | LAPORTE WEALTH MANAGEMENT GROUP | GENESIS ASSET MANAGEMENT GROUP INC. | FORGE FINANCIAL ADVISORS | FINGER LAKES INVESTMENTS | DANIEL N. SAXE | CAVE WEALTH MANAGEMNET | CARLOZZI FINANCIAL SERVICES | CAPE COD WEALTH STREATEGIES & INSURANCE SERVICES, LLC | BLUE HORIZON EQUITY, INC. | BAILEY FINANCIAL PLANNING | ASPIRE FINANCIAL GROUP

CRD#: 341095 / SEC#: 801-136098
RIA
Registered Investment Advisory firm - SEC (5/6/2026 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(5/15/2026)
IAR
Florida
(5/28/2026)
RR
Georgia
(5/15/2026)
RR
Illinois
(5/15/2026)
RR
Massachusetts
(5/15/2026)
RR
Michigan
(5/15/2026)
RR
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2003About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Jun 2003About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed May 2003About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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