Daniel
Friedlander

United Planners' Financial Services Of America A Limited Partner

CRD#2543891
Investment Advisor
in Melbourne, FL

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About this Advisor

Daniel Friedlander is a certified financial planner working in Melbourne, Florida who has 14 years of industry experience. Friedlander is currently employed by United Planners' Financial Services Of America A Limited Partner. Their career trajectory has included roles at United Planners' Financial Services, Daniel Friedlander Independent Insurance and Daniel Friedlander. Friedlander has a Series 63 license, designating them as a securities representative, and can work in Florida. United Planners' Financial Services Of America A Limited Partner is a business headquartered in Scottsdale, AZ. The firm has offices in 209 locations and a total of 567 financial advisors. It administers $6 billion in total assets between its 50,361 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 83 charities and foundations. Of its 50,361 accounts, just 10% are held by high-net-worth clients who have at least $1 million in assets available to invest. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually depend on which services the firm provides the client. Fee types charged by United Planners' Financial Services Of America A Limited Partner can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

3236 Peninsula Circle
Melbourne, FL 32940

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United Planners' Financial Services Of America A Limited Partner Brokerage Details

Total Assets Under Management

$6,085,656,351

FL Average: $1,555,372,352
Total Number of Employees

567

FL Average: 37
Total Number of Accounts

50,361

FL Average: 1,370
Average Account Size

$120,841

FL Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Daniel Friedlander Work History

Daniel has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

United Planners' Financial Services

1996 - Present (28 years)

Daniel Friedlander

1995 - Present (29 years)

Daniel Friedlander Independent Insurance

1994 - Present (30 years)

Daniel Friedlander

1988 - Present (36 years)

Daniel Friedlander

*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 Friedlander 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 United Planners' Financial Services Of America A Limited Partner

Randolph Moore
Scottsdale, AZ
Fabiola Hill
Cypress, CA
Stephanie Duhrkopf
Sumner, IA
Brandon Rogers
Salisbury, NC
Brittney Deese
Scottsdale, AZ
Heidi Ludeman
Ferndale, WA
Daniel Sullivan
Matthews, NC
Derek Strong
Minnetonka, MN

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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