Daniel
Galli
Ameritas Advisory Services, LLC
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About this Advisor
Daniel Galli is a certified financial planner and chartered financial consultant based in Norwell, Massachusetts with 2 years of industry experience. Galli is an employee of Ameritas Advisory Services, LLC. The advisor has gained experience at Ameritas Investment Corp, Pfe Advisors, Inc, Daniel J Galli & Associates, Ameritas Life Insurance, Boston University, Ideo Corporation, Society Of Grownups, Ameritas Advisory Services, LLC and Djg Longwater LLC. Galli maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Massachusetts and Texas. Ameritas Advisory Services, LLC is a financial advisory company that has its headquarters in Lincoln, NE. It has offices in 248 locations and a total of 592 employees. It administers $9 billion in assets under management across its 35,218 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 38 charitable organizations. Of its 35,218 accounts, just 2% belong to high-net-worth individuals who have more than $1 million in investable assets. The company 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 and educational seminars. Financial advisory fee schedules usually are based on which service is provided. Fee types billed by Ameritas Advisory Services, LLC can be comprised of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$8,534,798,484
592
35,218
$242,342
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
- Educational seminars/workshops
Daniel Galli Work History
Daniel has been registered as a financial advisor for 2 years.*
Djg Longwater LLC
Ameritas Advisory Services, LLC
Ameritas Investment Corp
Ameritas Life Insurance
Boston University
Pfe Advisors, Inc
Daniel J Galli & Associates
Ideo Corporation
Society Of Grownups
*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 Galli 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 Ameritas Advisory Services, LLC
Dewitt, MI
Exeter, CA
Overland Park, KS
Placerville, CA
Los Angeles, CA
Greensboro, NC
Appleton, WI
Dallas, TX
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.
