Daniel
Galli
Ameritas Advisory Services, LLC
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About this Advisor
Daniel Galli is a financial advisor based in Norwell, Massachusetts, working with Ameritas Advisory Services, LLC. Daniel has previously held positions 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, Djg Longwater LLC, and Goldman Sachs. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Massachusetts and Texas. Currently, Daniel is part of Ameritas Advisory Services, LLC, which operates out of Norwell, Massachusetts. The firm has 238 offices and 545 employees. The firm manages assets totaling $10.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include 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. The fee structure at Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$10,289,301,520
545
39,033
$263,605
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
Djg Longwater LLC
Ameritas Advisory Services, LLC
Ameritas Investment Corp
Ameritas Life Insurance
Boston University
Pfe Advisors, Inc
Goldman Sachs
Daniel J Galli & Associates
Ideo Corporation
Society Of Grownups
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.
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