Collaborative Wealth
45yrs
Top advisor by experience in Gainesville
New
Daniel Sarmiento
Full name on record: Daniel E Sarmiento
Financial advisor at Valic Financial Advisors
Daniel Sarmiento is a fiduciary financial advisor in Gainesville, Florida, registered since Dec 2025. Daniel joined Valic Financial Advisors in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Valic Financial Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 151 advisors with offices in Gainesville, and one of 137 fiduciaries.
At a glance
ExperienceNew to the profession (since Dec 2025)
How that compares ?New to the profession
Office2114 N.W. 40th Terrace Suite B-1, Gainesville, FL 32605
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$99,681
Advisors at the firm1,254
States licensed ?1 state
Services through Valic Financial Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther 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
- Dec 2025 – nowValic Financial Advisors, Inc.Current firm
Contact Daniel
Local office(352) 367-2409Ask for Daniel. (866) 544-4968Main office · Houston, TX 2114 N.W. 40th Terrace Suite B-1Gainesville, FL 32605Office · Get directions Firm websiteHTTP://WWW.VALIC.COM
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Daniel’s local office at (352) 367-2409 or the Valic Financial Advisors main office at (866) 544-4968, and ask for Daniel Sarmiento.
How long has Daniel been a financial advisor?
Daniel is new to the profession, registered since Dec 2025, and holds 1 license.
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?
Valic Financial Advisors 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.
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