Daniel Recalde

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 07/2018 → 08/2019
  Walmart Ecommerce
  Hoboken, NJ
• 10/2016 → 06/2018
  Caa Gbg Global Brand Management
  New York, NY
• 11/2020 → 01/2023
  Graph Strategy
  Washington, DC
• 02/2023 → 06/2024
  Unemployed
  Brooklyn, NY
• 05/2016 → 10/2016
  Unemployed
  New York, NY
• 06/2018 → 11/2020
  Student
  London
• 06/2024 → 08/2025
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2025 → 08/2025
  Northwestern Mutual Investment Services Llc
  New York, NY
• 04/2025 → 08/2025
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 08/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 08/2025 → Present
  Caban Financial, Llc
  Woodbridge, CT
• 11/2025 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1. ANIEL RECALDE, 4 Lines Road, Woodbridge CT 06525, United States, 09/02/2025, Agent, Insurance/Benefits/Human Resources, NIR, 30 HR/MO - 20 HR/MO TRADING 2. CABAN FINANCIAL, LLC, 4 Lines Road, Woodbridge CT 06525, United States, 09/02/2025, Registered Admin, DBA Name, NIR, 160 HR/MO - 130 HR/MO TRADING 3. CIRA, 1776 Pleasant Plain Rd, Fairfield IA 52556, United States, 08/25/2025, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-03
• S63 Uniform Securities Agent State Law Examination
  2025-03-24

Other Names

• Daniel Caribe Recalde
• Daniel Caribe Recalde
• Dan C Recalde