TrueAdvisor
TrueAdvisor
DA
CFP
DA
CFP

Daniel Amaradio

Select Money Management, INC.
39 Years of Experience
Aliso Viejo, CA
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Daniel Amaradio is a CFP-designated registered investment advisor at Select Money Management, INC., based in Aliso Viejo, CA, with 39 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,031 clients with $1.8B in assets under management.

Select Money Management, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
1,031 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

Fees range between 0.70% and 2.20% depending on asset allocation strategy, assets under management, complexity, and circumstances. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

120 Vantis Dr, Suite 440, Aliso Viejo, CA, 92656

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2001
Denied
Customer Dispute
June 2000
Settled
Customer Dispute
November 1999
Withdrawn
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Daniel is a licensed agent in California for the sale of fixed life and annuity products.

Employment History
Current Registrations
Select Money Management, INC.
February 2026 - Present · 8 mos
Seia
October 2025 - Present · 1 yr
Signature Estate Securities, LLC
October 2025 - Present · 1 yr
Signature Estate Securities, LLCBroker
October 2025 - Present · 1 yr
Previous Registrations
Select Money Management, INC.
February 2013 - December 2025 · 12 yrs 10 mos
Select Money Management, INC.
March 2010 - December 2012 · 2 yrs 9 mos
Securities Equity GroupBroker
April 2000 - October 2025 · 25 yrs 6 mos
Securities Service Network, INC.Broker
May 1997 - April 2000 · 2 yrs 11 mos
Select Portfolio Management INC
February 1996 - October 2025 · 29 yrs 8 mos
Securities America, INC.Broker
November 1994 - May 1997 · 2 yrs 6 mos
Pruco Securities CorporationBroker
January 1991 - December 1994 · 3 yrs 11 mos
The Prudential Insurance Company of AmericaBroker
January 1991 - December 1993 · 2 yrs 11 mos
Coordinated Capital Securities of Wi INC.Broker
February 1987 - September 1988 · 1 yr 7 mos
Equico Securities, INC.Broker
January 1987 - January 1991 · 4 yrs
The Equitable Life Assurance Society of the United StatesBroker
November 1986 - January 1991 · 4 yrs 2 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
More financial advisors in Aliso Viejo, CA →All financial advisors in California →