UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
33yrs
Daniel Rascoe is a fiduciary financial advisor in Dallas, Texas, with 33 years in the industry. Daniel joined Ensemble Financial in 2026, after two years at Madison Avenue Securities and three years at TD Ameritrade. Ensemble Financial offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and hourly fees.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 10% by experience in Texas
OfficeDallas, TX
How the firm is paid ?Percent of assets, Hourly
Advisors at the firm3
States licensed ?2 states
Services through Ensemble Financial
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2026 – nowEnsemble Financial, Inc.Current firm
- 2023 – now
- 2019 – 2022Madison Avenue Securities, LLCPreviously
- 2015 – 2018TD Ameritrade, Inc.Previously
- 2015 – 2018TD Ameritrade Investment Management, LLCPreviously
- May 2008 – Jan 2009BB&t Investment Services, Inc.Previously
Contact Daniel
(212) 489-1800Ensemble Financial main office Dallas, TXOffice · Get directions Facebook pageEnsemble FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Ensemble Financial at (212) 489-1800 and ask for Daniel Rascoe. Daniel works from the Dallas, TX office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1993, about 33 years. Top 10% by experience in Texas.
What licenses does Daniel hold?
Series 63, Series 65, 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?
Ensemble Financial reports being paid by a percentage of the assets they manage, hourly 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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