wiseradvisor

Daniel Roth, ChFC®
Cary Stamp & Company

Tel: (561) 281-2166
110 Bridge Road
Tequesta, FL 33469

Principled Wealth Advisors

Cary Stamp & Company | Financial Advisor in Tequesta ,FL

About Cary Stamp & Company

Our advisory team provides sophisticated wealth management and financial solutions founded on fiduciary principles. For those who have a need for planning, we create principled, holistic plans that align with your goals and aspirations, needs, investment objectives, risk tolerance, and time horizon.


General Information

Name of Broker/Dealer:   COMMONWEALTH FINANCIAL NETWORK
Number of Years with Current Firm:   8
I work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses


Services

Investment Types:   Alternative Investments, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office, At your office, At your home, Via phone, Via email


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   $100k+
Compensation Methods:   Hourly, Based on Assets, Flat Fee




Disclaimer

Daniel Roth is a Registered Representative and Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network, Member FINRA, SIPC, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of CA, CT, FL, GA, MA, and TX. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.. Review our Terms of Use:https://www.commonwealth.com/termso fuse.html

Daniel Roth, ChFC®

Daniel Roth, ChFC®

ChFC®

I love working with people, and I am grateful for clients who entrust me to provide personalized fiduciary advice. It is fulfilling to watch clients mature in their approach to financial matters as they recognize the impact that expert advice can have on their future.-Dan Roth

Dan was raised in Connecticut as the youngest of three children. A family-owned pharmacy and healthcare business gave Dan an early and unique opportunity to be involved in the many facets of a business's evolution and growth.

Prior to his arrival at Cary Stamp and Company, Dan was the founder of an artistic metal design company in Palm Beach. He designed and built furniture, gates, and ornamental pieces for luxury homes in the area.

As his business achieved success, Dan's vocational interest changed direction towards the financial world. Based on this passion and his strong business ethics foundation, Dan chose a career-altering decision to transition full-time to the financial sector and become a trusted advisor to others.

Dan resides in Palm Beach Gardens, FL with his two beloved dogs. A strong believer in community involvement, he actively participates in several charitable organizations and many community events. During free time, Dan enjoys tending to his vast Bonsai collection, golfing, and racquetball. His desire to indulge his creative side is further demonstrated in music as a self-taught and accomplished drummer, guitarist, and pianist.

He continues to pursue advanced financial designations as a means to be a valued, informed and trusted advisor for his many clients.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM