Supreme Alliance
44yrs
Top advisor by experience in Georgetown
17yrs
Daniel Azeredo
Financial advisor at Osaic Wealth
Daniel Azeredo has worked in the financial industry for 17 years and is a fiduciary financial advisor based in Georgetown, Texas. Daniel has been with Osaic Wealth since 2009. Osaic Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 137 advisors with offices in Georgetown, and one of 124 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 58% of advisors in Texas
OfficeGeorgetown, TX
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?2 states
Services through Osaic Wealth
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.
Series 66Uniform Combined State Law Examination
Career
- 2009 – nowOsaic Wealth, Inc.Current firm
Contact Daniel
Georgetown, TXOffice · Get directions Firm main line(800) 821-5100Headquarters: Osaic Wealth · Scottsdale, AZIs 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 Osaic Wealth at (800) 821-5100 and ask for Daniel Azeredo. Daniel works from the Georgetown, TX office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2009, about 17 years. More experience than 58% of advisors in Texas.
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?
Osaic Wealth 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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Geneos Wealth Management
43yrs
Top 1% by experience in Georgetown
Wells Fargo Advisors
43yrs
Top 1% by experience in Texas
Oneamerica Securities
42yrs
Top 2% by experience in Texas
CWM
42yrs
Top 2% by experience in Texas
Wells Fargo Advisors
42yrs
Top 2% by experience in Texas