Advisor at U.S. Bancorp Advisors, LLC
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Firm
U.S. Bancorp Advisors, LLC
Location
Montecito, CA 93108
Credentials
Series 66
Industry experience
16 years
Daniel Babai is a financial advisor with U.S. Bancorp Advisors, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with U.S. Bancorp Advisors since 2013. Outside of advising, he is an owner of a rental property in Santa Barbara, CA. U.S. Bancorp Advisors provides investment advisory services through its Personal Portfolios Wrap Program to individuals, charitable organizations, businesses, and retirement accounts. The firm offers wrap-fee portfolio management using model strategies, separately managed accounts, and unified managed accounts, integrating third-party investment managers and technology on Fidelity’s FMAX platform.
Based on U.S. Bancorp Advisors, LLC
Based on U.S. Bancorp Advisors, LLC
Clients may pay commissions and transaction-based charges depending on account type and transactions.
1483 E Valley Rd
Montecito, CA 93108
California · Georgia · Hawaii · Nevada · Texas
U.S. Bancorp Advisors, LLC
2013 - Present (13 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Santa Barbara, CA
Double Springs Capital LLC
Series 65
Santa Barbara, CA
Montecito Investment Strategies
Series 63, Series 65
Santa Barbara, CA
Peckham, David A
CFA®, Series 63
Santa Barbara, CA
Placera Capital Management LLC
Series 66
Santa Barbara, CA
Ironcrest Capital Management LLC
Series 66
Santa Barbara, CA
Duran Capital Management, LLC
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