Daniel Mottram is a registered investment advisor, based in Winchester, MA, with 4 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Winchester, MA
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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
Foreside Fund Services, LLC
July 2026 - Present · 3 mos
Foreside Fund Services, LLCBroker
July 2026 - Present · 3 mos
Brandes Investment Partners, LP
May 2026 - Present · 5 mos
Previous Registrations
Perpetual Americas Funds Distributors, LLCBroker
April 2024 - March 2026 · 1 yr 11 mos
Aberdeen Fund Distributors, LLCBroker
February 2022 - November 2023 · 1 yr 9 mos
State Registrations15 states
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AdvisorBroker
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Exams
No exam information available for this advisor.
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