Adam Dani is a registered investment advisor at Napier Financial, based in Braintree, MA, with 13 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 216 clients with $550M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
IM Fee
Planning only
Assets Under Management
$550.1M
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Location
30 Braintree Hill Office Park, Suite 201, Braintree, MA, 02184
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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.
Learn about disclosures →Employment History
Current Registrations
Napier Financial
July 2025 - Present · 9 mos
Previous Registrations
U.S. Financial Advisors
April 2022 - July 2025 · 3 yrs 3 mos
Pfe Advisors, INC.
September 2018 - March 2019 · 6 mos
John Hancock Distributors LLCBroker
December 2015 - September 2018 · 2 yrs 9 mos
Lincoln Financial Advisors CorporationBroker
October 2010 - July 2014 · 3 yrs 9 mos
Lincoln Financial Advisors Corporation
October 2010 - July 2014 · 3 yrs 9 mos
Wells Fargo Advisors, LLC
December 2008 - June 2009 · 6 mos
Wells Fargo Advisors, LLCBroker
December 2008 - June 2009 · 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2007 - December 2008 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2007 - December 2008 · 1 yr 8 mos
State Registrations1 state
MA
Advisor
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.