Daniel
Grote

Securities America Advisors, Inc

CRD#4502811
Investment Advisor
in Denver, CO
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About this Advisor

Daniel Grote is a certified financial planner whose office is in Denver, Colorado. Currently an investment advisor with Securities America Advisors, Inc, Grote has 10 years of practice as a financial advisor. Grote has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Grote is registered to work with clients in Colorado and Texas. Their career trajectory has included roles at Securities America, Inc and Securities America Advisors, Inc. Securities America Advisors, Inc is located in Denver, Colorado, and operates out of 1,238 offices in the country. Overall, Securities America Advisors, Inc oversees $22 billion in assets dispersed across 141,149 accounts and employs more than 1,875 people. The firm's total assets under management makes it one of the largest firms in the nation. The firm manages 77,459 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Securities America Advisors, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

2373 Central Park Blvd #100
Denver, CO 80238-0000

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$21,887,351,786

CO Average: $1,978,216,465
Total Number of Employees

1,992

CO Average: 226
Total Number of Accounts

154,747

CO Average: 7,467
Average Account Size

$141,440

CO Average: $264,928

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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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Daniel Grote Work History

Daniel has 10 years of experience.

2008 - Present (11 years)

Securities America, Inc

2008 - Present (11 years)

Securities America Advisors, Inc

Disclosures

Daniel Grote has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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