Best Investors Account Sign in
Inactive

Daniel James Arbogast

Arbogast Financial Advisors, LLC

Melbourne, FL

CRD 7712977

Claim This Profile
Employer firm

Arbogast Financial Advisors, LLC CRD 141562

$50.8M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Arbogast Financial Advisors, Llc

108 West New Haven Avenue, Melbourne, FL 32901 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-09
  • FL RA
    APPROVED
    Since 2026-01-09

Branch Locations

108 West New Haven Avenue, Melbourne, FL 32901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Arbogast Financial Advisors, Llc Melbourne FL 05/2021 02/2023
Arbogast Financial Advisors, Llc Melbourne FL 03/2023 12/2025
Michael L. Arbogast, Cpa, Pa Melbourne FL 05/2021 Present
University Of Central Florida Orlando FL 05/2016 04/2021
Arbogast Financial Advisors, Llc Melbourne FL 01/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-02-06
  • S65 Uniform Investment Adviser Law Examination
    2023-02-06

View on SEC IAPD

Nearby Firms

KESTRA ADVISORY SERVICES, LLC
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.

Nearby Investors

MICHAEL DOUGLAS ALLEN
SILVIA MARCELA LINARES-WILLIAMS
John Thomas Keeney

Nearby Offices

KESTRA ADVISORY SERVICES, LLC · Melbourne, FL
KESTRA ADVISORY SERVICES, LLC · MELBOURNE, FL
EDWARD JONES · Viera, FL

More in Melbourne, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor