Daniel
Kleiner
Ally Invest Advisors
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About this Advisor
Daniel Kleiner is a financial advisor working out of Coppell, Texas. Kleiner is currently employed by Ally Invest Advisors. During their career, Kleiner has held roles at Ally Invest Securities, Corelogic, Ranstad LLC, Xome and Ally Invest Advisors. Kleiner maintains Series 66 and Series 63 licenses, which qualify them as a securities representative, and is able to advise clients in Texas. Ally Invest Advisors is a registered investment business that has its headquarters in Charlotte, NC. The firm has offices in three locations and a total of 14 advisors. It administers $987 million in total assets between its 80,983 accounts, placing it among the bigger firms in the nation by assets under management. Ally Invest Advisors provides a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services are based on the type of financial services offered. However, fees charged by Ally Invest Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ally Invest Advisors Brokerage Details
$986,653,558
14
80,983
$12,183
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Daniel Kleiner Work History
Daniel has been registered as a financial advisor for 0 years.*
Ally Invest Advisors
Ally Invest Securities
Corelogic
Ranstad LLC
Xome
Xome
Xome
*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 Kleiner 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 Ally Invest Advisors
Charlotte, NC
Charlotte, NC
Winter Garden, FL
Charlotte, NC
Charlotte, NC
Calabasas, CA
Charlotte, NC
Charlotte, NC
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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