Investment adviser representative · Caerus Investment Advisors, LLC
Daniel W. Seo
CRD 4240323 · Pacific Palisades, CA
At a glance
Daniel W. Seo is an investment adviser representative with Caerus Investment Advisors, LLC in Pacific Palisades, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Daniel’s SEC record dates to 2013, about 12 years ago.
Current advisory firm
- Caerus Investment Advisors, LLCSince November 2025Pacific Palisades, CA · $117M in regulatory assets
SEC adviser record
- Registered since
- 2013 (12 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Daniel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.