About

Daniel Scalzi is a seasoned Investment Advisor. He brings decades of experience in wealth management, retirement planning, and investment strategy. He implements and monitors client investment plans, helping individuals and families confidently achieve their financial goals.

Born and raised in Stamford, Connecticut, Daniel began his career in the securities industry in the 1970s and has held numerous senior management positions at major investment firms. Over the course of his career, he has served in key leadership roles, including:

• President, US Wealth Advisors NE, LLC, specializing in retirement planning for high-net-worth clients.
• Manager, Wall Street Office of a National Broker-Dealer, overseeing operations and strategy.
• Head of Equity Research for a 100-year-old investment bank.
• Executive Vice President, responsible for the day-to-day operations of a national broker-dealer.

In addition to his leadership roles, Daniel has been a frequent voice in the financial industry, making numerous appearances on Bloomberg TV, Bloomberg Radio, and National Public Radio. His insights have also been featured in top financial publications, including Barron’s, BusinessWeek, and USA Today.

He holds a wide range of industry licenses and certifications, including:

• Investment Advisor Representative (Series 65)
• Research Analyst (Series 86 & 87)
• General Securities Representative (Series 7)
• Registered Options Principal (Series 4)
• General Securities Principal (Series 24)
• Municipal Securities Principal (Series 53)
• Life, Health, and Variable Insurance Licenses

Daniel and his wife now make their home in Danbury, Connecticut. With a deep understanding of the financial markets and a commitment to client success, he provides strategic investment guidance tailored to each client’s unique needs