Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
11yrs
Daniel Vardag is a fiduciary financial advisor in Boca Raton, Florida, with 11 years in the industry. After eight years at Oppenheimer & Co., Daniel joined RBC Capital Markets in 2023, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets and flat fees.
One of 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?11 years in the industry
Office5355 Town Center Road Suite 800, Boca Raton, FL 33486
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.02 million
Advisors at the firm3,840
States licensed ?1 state
Services through RBC Capital Markets
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment 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.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowRBC Capital Markets, LLCCurrent firm
- 2015 – 2023Oppenheimer & Co. Inc.Previously
Contact Daniel
(212) 858-7000Firm headquarters in New York, NY. Ask for Daniel. 5355 Town Center Road Suite 800Boca Raton, FL 33486Office · Get directions Firm websiteus.rbcwealthmanagement.com/columbus
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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 RBC Capital Markets at (212) 858-7000 and ask for Daniel Vardag. Daniel works from the Boca Raton, FL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2015, about 11 years. 11 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?
RBC Capital Markets reports being paid by a percentage of the assets they manage, 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.
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