Daniel
Rayl

American Portfolios Advisors, Inc

CRD#2448717
Investment Advisor
in Holbrook, NY

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About this Advisor

Daniel Rayl is a financial advisor based in Holbrook, New York with 15 years of relevant experience. Rayl is on the advisory team at American Portfolios Advisors, Inc. Throughout their career, they have worked at Rayl Financial Services and American Portfolios. Rayl has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Ohio. American Portfolios Advisors, Inc is an advisory firm that has its headquarters in Holbrook, NY. The investment advisory business has offices in 312 locations and a total of 610 people on staff. It handles $8 billion in total assets across its 38,533 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 82 charitable organizations. Of its 38,533 customer accounts, just 3% are associated with high-net-worth clients who have greater than $1 million in investable assets. The business performs a number of services, such as 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 educational seminars. Financial advisory fees vary depending on which services the firm provides the client. However, fee types charged by American Portfolios Advisors, Inc likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

15 years

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4250 Veteran'S Memorial Highway 4Th. Floor, Suite 420E
Holbrook, NY 11741

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American Portfolios Advisors, Inc Brokerage Details

Total Assets Under Management

$8,397,016,000

NY Average: $7,464,549,021
Total Number of Employees

610

NY Average: 88
Total Number of Accounts

38,533

NY Average: 3,892
Average Account Size

$217,918

NY Average: $1,917,921

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
  • Educational seminars/workshops

Daniel Rayl Work History

Daniel has been registered as a financial advisor for 15 years.*

2008 - Present (16 years)

American Portfolios

1994 - Present (30 years)

Rayl Financial Services

*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 Rayl 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 American Portfolios Advisors, Inc

Nicholas Klopsis
Holbrook, NY
Christopher Levi
Holbrook, NY
Erica Keane
Holbrook, NY
Kevin Saia
Holbrook, NY
Michael Sleasman
Holbrook, NY
Whitney Merrill
Holbrook, NY
Stacy Pfizenmayer
Holbrook, NY
Michael Sackstein
Holbrook, NY

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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