Berkeley Capital Partners
44yrs
Top advisor by experience in Milton
20yrs
Daniel Bisese
Full name on record: Daniel John Bisese
Financial advisor at Cambridge Investment Research Advisors
Based in Milton, Georgia, Daniel Bisese is a fiduciary financial advisor with 20 years of industry experience. Daniel joined Cambridge Investment Research Advisors in 2019, after three years at FSC Securities and a year at Raymond James Financial Services Advisors. Cambridge Investment Research Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 59 advisors with offices in Milton, and one of 52 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 61% of advisors nationwide
Office12640 Crabapple Rd. Suite 300, Milton, GA 30004
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?2 states
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational 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
- 2019 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2016 – 2019FSC Securities CorporationPreviously
- Dec 2015 – Jul 2016
- 2009 – 2015Edward JonesPreviously
Contact Daniel
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Daniel. 12640 Crabapple Rd. Suite 300Milton, GA 30004Office · Get directions Instagram pageCambridge Investment Research Advisors
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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
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About Daniel
How do I contact Daniel?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Daniel Bisese. Daniel works from the Milton, GA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2006, about 20 years. More experience than 61% 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?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other 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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