Daniel Galli
Daniel Galli is a CFP, ChFC-designated registered investment advisor at Ameritas Advisory Services, LLC, based in Norwell, MA, with 40 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.
Fee Estimator
Location
101 Longwater Circle, Suite 201, Norwell, MA, 02061
Get directionsHistory
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 ActivitiesSells Insurance
Daniel is a licensed independent insurance agent selling fixed insurance products and provides financial planning and investment advisory services. He also provides financial education and counseling to corporate clients and teaches CFP classes for Boston University, dedicating minimal time to these activities. Daniel is also the President-Elect of the Financial Planning Association.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Pfe Advisors, INC.
Ameritas Advisory Services
Carillon Investments, INC
Carillon Investments, INC.Broker
Pfe Advisors, LLC
The Advisors Group, INC.
The Advisors Group, INC.Broker
Linsco/private Ledger CORP.Broker
Linsco Financial Group, INC.Broker
Carillon Investments, INC.Broker
Penn Mutual Equity Services, INC.Broker
State Registrations25 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.
Exams
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