Daniel James Staiger

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2005 → Present
  Us Dynamics Corp
  Amityville, NY
• 07/2016 → Present
  Raymond James Financial Services, Inc.
  Bohemia, NY
• 07/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Bohemia, NY
• 07/2016 → Present
  Matarazzo & Associates
  Bohemia, NY

Other Businesses

1) Name of Business: Matarazzo & Associates Address: 640 Johnson Ave Ste 202, Bohemia, NY, United States Activity Type: Support Company - Non Owner Position/Title: Investment Related: No Start Date: 07/15/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Client service and advice 2) Name of Business: Matarazzo Staiger Wealth Management Address: 640 Johnson Avenue, Bohemia, NY, 11716, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Associate/Employee Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor. This is a DBA for our practice through Raymond James

Exams

• S66 Uniform Combined State Law Examination
  2007-02-20

Designations

• Certified Financial Planner