Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
32yrs
Daniel Feniger
Financial advisor at Cetera Investment Advisers
Daniel Feniger is a fiduciary financial advisor in Boca Raton, Florida, with 32 years in the industry. Daniel joined Cetera Investment Advisers in 2023, after 15 years at Summit Financial Group and 12 years at UBS Financial Services. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1650 advisors with offices in Boca Raton, and one of 1498 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 13% by experience in Florida
Office225 NE Mizner Blvd Suite 5550, Boca Raton, FL 33432
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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
- 2023 – nowCetera Investment Advisers LLCCurrent firm
- 2006 – 2021Summit Financial Group Inc.Previously
- 1994 – 2006UBS 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?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Cetera Investment Advisers at 310-257-7880 and ask for Daniel Feniger. Daniel works from the Boca Raton, FL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1994, about 32 years. Top 13% by experience in Florida.
What licenses does Daniel hold?
Series 63, Series 65. 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?
Cetera Investment Advisers 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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Nfsg
47yrs
Top advisor by experience at Nfsg
Coquina Private Wealth Advisors
47yrs
Top advisor by experience at Coquina Private Wealth Advisors
Wells Fargo Advisors
47yrs
Top 1% by experience in Boca Raton
Merrill Lynch, Pierce, Fenner & Smith
47yrs
Top 1% by experience in Boca Raton
Raymond James & Associates
47yrs
Top 1% by experience in Boca Raton