Daniel
Mavraides

Advanced Research Investment Solutions, LLC

CRD#7097510
Investment Advisor
in Los Angeles, CA

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About this Advisor

Daniel Mavraides is a financial advisor based out of Los Angeles, California who has 4 years of relevant experience. Mavraides is currently employed by Advanced Research Investment Solutions, LLC. Their career trajectory has included roles at Advanced Research Investment Solutions, LLC, Cbre, Laurel Hardware, Herman-Scheer, Caserta B.C./Avellino B.C and Inbalance Advisors, LLC. Mavraides has a Series 65 license, qualifying them as an investment advisor representative, and can operate in California. Advanced Research Investment Solutions, LLC is a financial advisory business that has its headquarters in Los Angeles, CA. It handles $15 billion in assets under management among its 362 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 15 charities and foundations. Of its 362 customer accounts, 75% belong to high-net-worth individuals who have greater than $1 million in assets. Advanced Research Investment Solutions, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules are based on which services the firm provides the client. Fee types billed by Advanced Research Investment Solutions, LLC can include any combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

10635 Santa Monica Boulevard Suite 240
Los Angeles, CA 90025

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Advanced Research Investment Solutions, LLC Brokerage Details

Total Assets Under Management

$14,734,866,934

CA Average: $7,578,581,321
Total Number of Employees

7

CA Average: 43
Total Number of Accounts

362

CA Average: 3,727
Average Account Size

$40,704,052

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Daniel Mavraides Work History

Daniel has been registered as a financial advisor for 4 years.*

2022 - Present (2 years)

Inbalance Advisors, LLC

2014 - Present (10 years)

Advanced Research Investment Solutions, LLC

2014 - 2014 (< 1 year)

Cbre

2014 - 2014 (< 1 year)

Laurel Hardware

2014 - 2014 (< 1 year)

Herman-Scheer

2012 - 2013 (1 year)

Caserta B.C./Avellino B.C

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel Mavraides to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advanced Research Investment Solutions, LLC

Daniel Mavraides
Los Angeles, CA
Damien Bisserier
Los Angeles, CA
Alex Shahidi
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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