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Daniel Ghirsig

21 Years of Experience
Clarence, NY
BrokerSells Insurance

Daniel Ghirsig is a registered investment advisor at Cetera Investment Advisers LLC, based in Clarence, NY, with 21 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

10255 Main Street Ste 13, Clarence, NY, 14031

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Daniel sells life insurance and annuities with various companies since 2019. He is also a partner in Johnson and Ghirsig Financial Group and Johnson and Ghirsig Wealth Advisors LLC, spending about a quarter of his time on each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2021 - June 2023 · 2 yrs 5 mos
MML Investors Services, LLCBroker
May 2016 - December 2020 · 4 yrs 7 mos
Thrivent Investment Management INC.Broker
May 2004 - May 2016 · 12 yrs
State Registrations12 states
CADCFLMNNHNVNYPARITXUTVA
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.
Daniel Ghirsig - Financial Advisor | TrueAdvisor