Morgan Stanley
46yrs
Top advisor by experience in West Palm Beach
26yrs
Daniel Cavin
Full name on record: Daniel P Cavin
Financial advisor at State Farm Investment Management
Daniel Cavin is a fiduciary financial advisor in West Palm Beach, Florida, with 26 years in the industry. Daniel joined State Farm Investment Management in 2018, after two years at Merrill. Daniel holds the ChFC designation.
One of 476 advisors with offices in West Palm Beach, and one of 439 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 14% by experience at State Farm Investment Management
Office3650 Fas Hill Blvd Suite.3, West Palm Beach, FL 33406
How the firm is paid ?Percent of assets
Typical client at the firm ?$133,928
Advisors at the firm7,113
States licensed ?1 state
Services through State Farm Investment Management
Investment management for individuals and small businessesManaging mutual funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowState Farm Investment Management Corp.Current firm
- 2000 – 2002MerrillPreviously
Contact Daniel
Local office(561) 967-3000Ask for Daniel. (800) 447-0740Main office · Bloomington, IL 3650 Fas Hill Blvd Suite.3West Palm Beach, FL 33406Office · Get directions
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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?
- 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 Daniel’s local office at (561) 967-3000 or the State Farm Investment Management main office at (800) 447-0740, and ask for Daniel Cavin.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2000, about 26 years. Top 14% by experience at State Farm Investment Management.
What licenses does Daniel hold?
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?
State Farm Investment Management reports being paid by a percentage of the assets they manage. 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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