Ameriprise Financial Services
47yrs
Top advisor by experience in Florham Park
23yrs
Daniel Pan has worked in the financial industry for 23 years and is a fiduciary financial advisor based in Florham Park, New Jersey. After eight years at Deutsche Bank Securities and a year at Lehman Brothers, Daniel joined Raymond James & Associates in 2019, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 594 advisors with offices in Florham Park, and one of 556 fiduciaries.
At a glance
Experience23 years (since 2004)
How that compares ?More experience than 67% of advisors nationwide
Office200 Park Avenue Suite 130, Florham Park, NJ 07932
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$788,879
Advisors at the firm5,796
States licensed ?2 states
Services through Raymond James & Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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
- 2019 – nowRaymond James & Associates, Inc.Current firm
- 2008 – 2016Deutsche Bank Securities Inc.Previously
- Mar 2008 – Sep 2008Lehman Brothers Inc.Previously
Contact Daniel
(727) 567-1000Firm headquarters in St. Petersburg, FL. Ask for Daniel. 200 Park Avenue Suite 130Florham Park, NJ 07932Office · Get directions Firm websiteHTTPS://WWW.ALEXBROWN.COM
Is 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.
- 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 Raymond James & Associates at (727) 567-1000 and ask for Daniel Pan. Daniel works from the Florham Park, NJ office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2004, about 23 years. More experience than 67% of advisors 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?
Raymond James & Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. 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.
Other advisors nearby
RBC Capital Markets
46yrs
Top 1% by experience in Florham Park
Mariner
46yrs
Top 1% by experience in New Jersey
LPL Financial
46yrs
Top 1% by experience in New Jersey
Jeffrey Matthews Wealth Management
46yrs
Top advisor by experience at Jeffrey Matthews Wealth Management
Merrill
46yrs
Top 1% by experience in New Jersey