Daniel Cazac
CFP®Professional Summary
Daniel Cazac, CFP®, who also goes by Daniel J Cazac, Daniel Joseph Cazac, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in West, Texas and FIDELITY BROKERAGE SERVICES LLC located in Westlake, Texas. Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Daniel has worked at 7 firms and has passed the Series 63, Series 66, Series 7TO, SIE and...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Estate Planning
- Investment Planning
- Employee and Employer Plan Benefits
- Comprehensive Financial Planning
- Insurance Planning
- Retirement Planning
- Retirement Income Management
Biography
Throughout my career I have helped families visualize their goals, and implement plans that address their long-term objectives such as retirement, funding college education, and wealth accumulation. I have extensive experience with multi-generational wealth planning, philanthropic planning, and wealth management. I look forward to meeting you and learning more about your unique needs; and how through Fidelity<sup>®</sup> Wealth Services, we can co-create a plan catered to you.
Other Aliases
Daniel J Cazac, Daniel Joseph Cazac
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OSAIC WEALTH, INC.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
Similar Advisors
OSAIC WEALTH, INC.
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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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Credentials
Years of Experience
18 years in the financial services industry
Current & Past Employments
Education
Texas A&M Commerce
Financial Planning. , Certificate in Financial Planning
Financial Planning. , Certificate in Financial Planning
2011
Tarleton State University
Finance and Accounting, Master of Business Administration (MBA)
Finance and Accounting, Master of Business Administration (MBA)
2010
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OSAIC WEALTH, INC.
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Current Firm
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
Contact Information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698Phone Number
(617) 563-7000# of Employees
17,112SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,973,512AUM (Assets Under Management)
$1,370,125,325,211Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
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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.
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Cazac's CRS (Customer Relationship Summary).
Services Offered by Daniel
- Estate Planning
- Investment Planning
- Employee and Employer Plan Benefits
- Comprehensive Financial Planning
- Insurance Planning
- Retirement Planning
- Retirement Income Management
Similar Advisors
OSAIC WEALTH, INC.
AUSDAL FINANCIAL PARTNERS, INC.
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SOLTIS INVESTMENT ADVISORS, LLC
