Cetera Investment Advisers
47yrs
Top advisor by experience in Staten Island
30yrs
Daniel Macri
Financial advisor at LPL Financial
Based in Staten Island, New York, Daniel Macri is a fiduciary financial advisor with 30 years of industry experience. Daniel joined LPL Financial in 2024, after seven years at MML Investors Services and four years at MSI Financial Services. Daniel holds the CFP® designation.
One of 246 advisors with offices in Staten Island, and one of 204 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 16% by experience nationwide
Office900 South Ave Suite 300, Staten Island, NY 10314
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowLPL Financial LLCCurrent firm
- 2017 – 2024MML Investors Services, LLCPreviously
- 2013 – 2017MSI Financial Services, Inc.Previously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call LPL Financial at (704) 733-3300 and ask for Daniel Macri. Daniel works from the Staten Island, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1996, about 30 years. Top 16% by experience nationwide.
What licenses does Daniel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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