Adam
Dani
U.S. Financial Advisors
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About this Advisor
Adam Dani is a financial advisor working in Braintree, Massachusetts, with a total of 1 year of relevant experience. Dani is currently employed by U.S. Financial Advisors. Their career trajectory has included roles at Lincoln Financial Advisors, Sunny Boy, John Hancock, John Hancock Distributors LLC, Pfe Advisors, Inc, Volturno, Valentinos and Us Wealth Management. Dani holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Massachusetts. U.S. Financial Advisors is an advisory firm based out of Braintree, MA. The company has a total of 14 financial advisors. It has $296 million in total assets among its 559 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 559 accounts, 23% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management typically vary depending on the financial services offered. Fees charged by U.S. Financial Advisors may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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U.S. Financial Advisors Brokerage Details
$295,797,521
14
559
$529,155
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
Adam Dani Work History
Adam has been registered as a financial advisor for 1 years.*
Us Wealth Management
Valentinos
Volturno
Pfe Advisors, Inc
Sunny Boy
John Hancock
John Hancock Distributors LLC
Lincoln Financial Advisors
*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 Adam Dani 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 U.S. Financial Advisors
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
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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