DG
DG

Daniel Gardiner

9 Years of Experience
Plano, TX

Daniel Gardiner is a registered investment advisor at Fisher Investments, based in Plano, TX, with 9 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 199,922 clients with $390B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2683 advisors
Number of Clients
199,922 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$386.7B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Fisher Investments primarily serves institutional clients. The firm's fee structure varies depending on the investment strategy and the amount invested. Fees are calculated as a percentage of the assets managed. For some strategies, there is also a performance-based fee. Fees may be negotiable for higher asset levels. Fisher Investments also manages retirement plans, with fees up to 0.80% of assets managed.

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Location

6500 International Pkwy, Ste 2050, Plano, TX, 75093-8222

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Daniel owns Gardiner's House Rentals LLC, operating as an Airbnb host since 2021. He dedicates minimal time to this activity.

Employment History
Current Registrations
Fisher Investments
May 2025 - Present · 1 yr 2 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - May 2025 · 1 yr 11 mos
Cetera Advisors LLCBroker
June 2022 - May 2025 · 2 yrs 11 mos
Cetera Advisor Networks LLCBroker
June 2022 - May 2025 · 2 yrs 11 mos
Cetera Financial Specialists LLCBroker
June 2022 - May 2025 · 2 yrs 11 mos
Cetera Investment Services LLCBroker
June 2022 - May 2025 · 2 yrs 11 mos
Cetera Advisor Networks LLC
June 2022 - June 2023 · 1 yr
First Allied Securities, INC.Broker
June 2022 - September 2022 · 3 mos
Meeder Advisory Services, INC.
June 2020 - May 2022 · 1 yr 11 mos
Meeder Asset Management, INC.
August 2019 - May 2021 · 1 yr 9 mos
Meeder Distribution Services, INC.Broker
January 2017 - May 2022 · 5 yrs 4 mos
Nationwide Investment Services CorporationBroker
May 2016 - January 2017 · 8 mos
State Farm Vp Management CORP.Broker
October 2015 - November 2015 · 1 mo
State Registrations2 states
OHTX
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.