Wells Fargo Advisors
47yrs
Top advisor by experience in Glastonbury
21yrs
Daniel Paul Eberle
Financial advisor at Raymond James & Associates
At a glance
Experience21 years (since 2006)
How that compares ?More experience than 62% of advisors nationwide
Office180 Glastonbury Blvd Suite 300, Glastonbury, CT 06033
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
States licensed ?1 state
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.
Uniform Combined State Law Examination
Career
- 2021 – nowRaymond James & Associates, Inc.Current firm
- 2008 – 2021Wells Fargo Clearing Services, LLCPreviously
- Mar 2006 – Jan 2008A. G. Edwards & Sons, Inc.Previously
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 Paul Eberle. Daniel works from the Glastonbury, CT office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2006, about 21 years. More experience than 62% of advisors nationwide.
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?
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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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