Daniel
Southworth
Arete Wealth Advisors, LLC
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About this Advisor
Daniel Southworth is a financial advisor who works in Ponte Vedra Beach, Florida, with a total of 3 years of relevant experience. Southworth is on the advisory team at Arete Wealth Advisors, LLC. The advisor has gained experience at Merrill Lynch, Florida State College At Jacksonville, Summit Brokerage Services, Summit Financial Group, Atlantic Beach Assembly Of God, Cetera Advisor Networks LLC, Arete Wealth Management LLC, Arete Wealth Advisor LLC, Mckinley Wealth and Apex Pinnacle Investments And Planning. Southworth holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California, Florida, Georgia, Maryland, Massachusetts, Virginia and Washington. Arete Wealth Advisors, LLC is a firm headquartered in Chicago, IL. The firm has offices in 26 locations and a total of 151 employees. It handles $2 billion in total assets among its 5,102 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 5,102 customer accounts, 72% are associated with high-net-worth individuals who have at least $1 million in assets. The advisory firm performs a number 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, publication of newsletters and other services. Financial advisory fees typically vary depending on the type of services. Fees charged by Arete Wealth Advisors, LLC can consist of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arete Wealth Advisors, LLC Brokerage Details
$2,116,498,344
151
5,102
$414,837
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
- Other
Daniel Southworth Work History
Daniel has been registered as a financial advisor for 3 years.*
Arete Wealth Management LLC
Arete Wealth Advisor LLC
Mckinley Wealth
Apex Pinnacle Investments And Planning
Cetera Advisor Networks LLC
Summit Brokerage Services
Summit Financial Group
Atlantic Beach Assembly Of God
Merrill Lynch
Florida State College At Jacksonville
*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 Southworth 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 Arete Wealth Advisors, LLC
Chicago, IL
New York, NY
Colleyville, TX
New York, NY
New York, NY
New York, NY
Park Ridge, IL
Nashville, TN
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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