Daniel Robert Dipaci
Professional Summary
Daniel Robert Dipaci, who also goes by Daniel Dipaci, is a registered financial advisor currently at SECURITIZE MARKETS, LLC located in Fallbrook, California. Daniel is registered as a RR (Registered Representative) and started their career in finance in 2014. Daniel has worked at 4 firms and has passed the Series 99TO, Series 57TO, SIE, Series 7, Series 14, Series 24 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Daniel Dipaci
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Videos & Posts
This advisor has not added any videos or posts yet.
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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 on record.
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Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
DISTRIBUTED TECHNOLOGY MARKETS LLC | SECURITIZE MARKETS, LLC | ORCHARD PLATFORM MARKETS, LLC
Contact Information
Main Address
78 Sw 7th Street Suite 500, Miami, FL 33130Mailing Address
78 Sw 7th Street Suite 500, Miami, FL 33130Phone Number
(646) 918-5012Established
Delaware since 12/10/2015Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Daniel Robert Dipaci's CRS (Customer Relationship Summary).
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