Daniel Jason Segal

Amerant Investments, INC.

15 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment Management

Amerant Investments, INC.

Compensation

Fee-Only (AUM)

Firm Size

18 advisors

Number of Clients

705 clients

Average Client Portfolio

$976K average

Assets Under Management

$688.2M

Fee Structure

Minimum Investment:$200K

Financial Planning:Investment management only

Location

220 Alhambra Circle, 2nd Floor, Coral Gables, FL, 33134

Get directions

History

Regulatory History (1)

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.

Regulatory

June 2012

Final

View Full SEC Report How to Read Disclosures

Other Business Activities

Daniel owns 50% of Illuminating Solutions LLC, an energy consulting business, since 2014. He dedicates minimal time to this non-investment related activity, providing business management and consulting services.

Employment History

Current Registrations

Amerant Investments, INC.

February 2023 - Present · 3 yrs

Amerant Investments, INC.Broker

February 2023 - Present · 3 yrs

Amerant Investments, INC.

January 2023 - Present · 3 yrs 1 mo

Previous Registrations

Benchmark Financial Wealth Advisors LLC

July 2017 - December 2020 · 3 yrs 5 mos

Professional Planning Services

December 2016 - July 2017 · 7 mos

American Portfolios Financial Services, INC.Broker

October 2016 - July 2017 · 9 mos

Cantor Fitzgerald & CO.Broker

February 2011 - August 2012 · 1 yr 6 mos

Seg Capital L.L.C.Broker

December 2004 - August 2009 · 4 yrs 8 mos

Seg Capital L.L.C.Broker

March 2004 - June 2004 · 3 mos

De Trading, LLCBroker

October 2003 - February 2004 · 4 mos

Spear, Leeds & Kellogg, L.P.Broker

February 2000 - January 2002 · 1 yr 11 mos

State Registrations3 states

FLILNM

AdvisorBrokerBoth

Exams

No exam information available for this advisor.