ChooseAFinancialAdvisor.com
Advisors / New York / Babylon
7yrs

Daniel Tisser

Financial advisor at Focus Partners Wealth

Based in Babylon, New York, Daniel Tisser is a financial advisor with 7 years of industry experience. Daniel has been with Focus Partners Wealth since 2021. Daniel holds the CFA designation.

One of 31 advisors with offices in Babylon.

Babylon, NY 11702CFA

At a glance

Experience7 years (since 2019)
How that compares ?7 years in the industry
Office133 E. Main Street Second Floor, Babylon, NY 11702
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$2.56 million
Advisors at the firm1,037
States licensed ?1 state

Services through Focus Partners Wealth

Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFA

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination

Career

  1. 2021 – now

Questions to ask Daniel

Tailored to Daniel’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. Your firm can charge performance-based fees. Would that apply to me?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 Focus Partners Wealth at (314) 725-0455 and ask for Daniel Tisser. Daniel works from the Babylon, NY office.

How long has Daniel been a financial advisor?

Daniel has been in the industry since 2019, about 7 years. 7 years in the industry.

What licenses does Daniel hold?

Series 63. Tap any license on this page to see what it allows.

Is Daniel a fiduciary?

Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Daniel paid?

Focus Partners Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, 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

Osaic Wealth
33yrs
Shawn Boyle
Financial advisor
500 W Main St Suite 201
Babylon, NY 11702
Top 6% by experience in Babylon
PlanningInvesting
Call Directions
MML Investors Services
29yrs
Christopher Mancini
Financial advisor
60 Fire Island Ave Suite 101
Babylon, NY 11702
Top 13% by experience in Babylon
Fiduciary
Call Directions
J.P. Morgan Securities
29yrs
Leonardo Fiorentino
Financial advisor
31 West Main Street
Babylon, NY 11702
Top 6% by experience at J.P. Morgan Securities
Fiduciary
Call Directions

See all advisors near Babylon