Daniel
Aman

Cetera Investment Advisers LLC

CRD#6942358
Investment Advisor
in Montgomery, AL

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About this Advisor

Daniel Aman is a financial advisor who works out of Montgomery, Alabama, who has been in the financial industry for 14 years. Aman works at Cetera Investment Advisers LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Target Corp, Bank Of America, N.A, Regions Bank, Cetera Investment Advisers LLC and Cetera Investment Services LLC. Aman maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Alabama. Cetera Investment Advisers LLC is a business operating out of Montgomery, Alabama. The company has offices in 1,614 locations and a total of 2,358 financial advisors. It oversees $16 billion in assets among its 78,591 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 95 charities and foundations. Of its 78,591 client accounts, 19% are held by high-net-worth investors who have at least $1 million in assets. The advisory firm has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on which services are provided. Fees billed by Cetera Investment Advisers LLC may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

2911 Mcgehee Road
Montgomery, AL 36111

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$15,868,306,581

AL Average: $6,674,516,078
Total Number of Employees

2,358

AL Average: 44
Total Number of Accounts

78,591

AL Average: 2,564
Average Account Size

$201,910

AL Average: $2,603,165

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Daniel Aman Work History

Daniel has 14 years of experience.

2019 - Present (2 years)

Regions Bank

2019 - Present (2 years)

Cetera Investment Advisers LLC

2019 - Present (2 years)

Cetera Investment Services LLC

2018 - 2019 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - 2019 (1 year)

Bank Of America, N.A

2015 - 2018 (3 years)

Bank Of America

2006 - 2014 (8 years)

Target Corp

Disclosures

Daniel Aman has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cetera Investment Advisers LLC

John Southerland
Oklahoma City, OK
Sean Toebben
Saint Charles, MO
James Jackson
Atlanta, GA
Catherine Harris
Saratoga Springs, NY
Marcelo Ubal
Miami, FL
Anthony Marcello
Fort Lauderdale, FL
Derek Dieterich
Sweetwater, TN
Kristen Dunder
Eugene, OR

This content was compiled from the SEC and FINRA.

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