Morgan Stanley
46yrs
Top advisor by experience in Fort Lauderdale
12yrs
Daniel Kaiser
Financial advisor at UBS Financial Services
Based in Fort Lauderdale, Florida, Daniel Kaiser is a fiduciary financial advisor with 12 years of industry experience. Daniel joined UBS Financial Services in 2016, after a year at Merrill. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1190 advisors with offices in Fort Lauderdale, and one of 1104 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office401 East Las Olas BVD Suite.2300, Fort Lauderdale, FL 33301
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational 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
- 2016 – nowUBS Financial Services Inc.Current firm
- Dec 2014 – Feb 2016MerrillPreviously
Contact Daniel
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Daniel. 401 East Las Olas BVD Suite.2300Fort Lauderdale, FL 33301Office · Get directions LinkedIn pageUBS Financial Services
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 UBS Financial Services at (201) 352-3000 and ask for Daniel Kaiser. Daniel works from the Fort Lauderdale, FL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2014, about 12 years. 12 years in the industry.
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?
UBS Financial Services 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.
Other advisors nearby
Raymond James & Associates
45yrs
Top 1% by experience in Fort Lauderdale
Morgan Stanley
45yrs
Top 1% by experience in Fort Lauderdale
Oppenheimer & Co.
45yrs
Top 1% by experience in Fort Lauderdale
Equitable Advisors
44yrs
Top 1% by experience at Equitable Advisors
Wells Fargo Advisors
44yrs
Top 1% by experience in Fort Lauderdale