Daniel Kolber is a registered investment advisor at Intellivest Securities, INC., based in Riverdale, GA, with 41 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Intellivest Securities sells research reports and publications by annual subscription, ranging from free up to $5,000 per year.
- Hourly and project-based investment consultations — $190 to $850 per hour depending on project length
- Specialized investment research reports — Priced on a negotiated fixed or hourly basis when issued on behalf of security issuers
- Evaluation tools — Charts, graphs, formulas, and other tools priced on an hourly basis or negotiated fixed fee
- Annual research reports subscription — Ranging from free to $5,000 per year
Location
1540 Chase Court, Riverdale, GA, 30296-2610
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Daniel practices law and owns Intellivest Securities Research, Inc., which produces securities research. The filing does not specify the time commitment for either activity.
Employment History
Current Registrations
Intellivest Securities, INC.
Intellivest Securities Research, INC
Intellivest Securities, INC.Broker
Previous Registrations
Midsouth Capital, INC.Broker
Ashtin Kelly & CO.Broker
Intellivest Securities, INC.Broker
Four Seasons Securities, INC.Broker
Jackson Securities IncorporatedBroker
Norwich Securities CorporationBroker
Swanton Securities, INC.Broker
Energy Center Securities INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.