Daniel Lawrence Bertucelli

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

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

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

Current Employers

Employment History

• 04/1988 → Present
  Bert & Associates, Inc.
  Plantation, FL
• 05/1997 → 01/2017
  Double Eagle Securities Of America Inc
  Tamarac, FL
• 06/1998 → 01/2017
  Double Eagle Securities Of America, Inc.
  Tamarac, FL
• 06/2015 → Present
  Bert Properties, Llc
  Tamarac, FL
• 01/2007 → Present
  Btt Condominium Association, Inc.
  Tamarac, FL
• 02/2017 → Present
  Money Concepts Capital Corp
  Tamarac, FL

Other Businesses

1. BERT & ASSOCIATES, INC., PRESIDENT, CEO (100% OWNER). ACCOUNTING SERVICES, NON-INVESTMENT RELATED. STARTED IN APRIL 1991 . I PROVIDE ACCOUNTING SERVICES WHICH INCLUDE TAX PREPARATION, SMALL BUSINESS ACCOUNTING, IRS AND STATE AUDIT REPRESENTATION, SOFTWARE AND BOOKKEEPING SUPPORT FOR INDIVIDUAL AND SMALL BUSINESS CLIENTS, HEALTH INSURANCE PRODUCTS. 2. Bert Properties, LLC. Non-invested related. Residential rental real estate. Managing Member. June 2015. 1 hour total/month. Owner of rental real estate - residential. 3. BTT Condominium Association, Inc., 6610 N. University Drive Suit 250 Tamarac, FL 33321. Office Condo Owner's Association. Officer, Treasurer, accounting of receipts and expenditures, file tax return, manager the property, contact owners regarding Association finances and accounting. No control of funds or money decision making is authorized in this role. Financial decisions are made by other board members of the Association. Non-investment related, 1-20% time spent on activity during non-securities hrs.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-04
• S63 Uniform Securities Agent State Law Examination
  2017-05-17

Other Names

• Daniel L Bertucelli