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Daniel J Baccarini

Investment Adviser Representative at BEACON CAPITAL MANAGEMENT, INC.

Gulf Breeze, FLCRD #2415262Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
States Registered
1 states
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Daniel J. Baccarini has worked in the securities industry since 2020. They are registered to provide investment advisory services in Florida.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Florida
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/17/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 10/6/2003
Series 7
General Securities Representative Examination
Passed 5/22/2026
Series 7
General Securities Representative Examination
Passed 12/21/2005
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/3/2003
Series 24
General Securities Principal Examination
Passed 2/2/2006
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 10/6/2003

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0–$499,999.990.55%
$500,000–$999,999.990.35%
$1,000,000+0.15%
Account minimum: $25,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Beacon Capital Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SAMMONS FINANCIAL NETWORK, LLCCurrent
5/26/2026Gulf Breeze, FL
BEACON CAPITAL MANAGEMENT, INC.Current
2/17/2026Gulf Breeze, FL
NAPLES AIS, INC.
3/13/20087/21/2008Lake Oswego, OR
WHITEHORNE & COMPANY, LTD.
1/27/20064/24/2006Newport Beach, CA
ALPS DISTRIBUTORS, INC.
10/6/20034/9/2004Denver, CO
RAYMOND JAMES FINANCIAL SERVICES, INC.
1/12/20008/23/2000St. Petersburg, FL
WMA SECURITIES, INC.
4/22/19963/30/1998Duluth, GA
PFS INVESTMENTS INC.
12/1/19935/1/1996Duluth, GA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel J Baccarini has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Daniel J Baccarini - Financial Advisor in Gulf Breeze, FL | AdvisorFinder