Daniel Tamburello, financial advisor Birmingham AL

Daniel Tamburello

CRD Number: 4182492
Current Firm: Fidelity Personal And Workplace Advisors

Daniel Tamburello (CRD# 4182492) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Birmingham, AL and has over 23 years of experience in the finance industry. Daniel Tamburello has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Steven Abrams, financial advisor Birmingham AL
Steven G. Abrams
CRD# 2842337
Nbc Securities, Inc.
Similar Advisors
Bradford Acton, financial advisor Birmingham AL
Bradford D. Acton
CRD# 6641051
Rfg Advisory, LLC
Similar Advisors
Brook Acton, financial advisor Birmingham AL
Brook D. Acton
CRD# 6186795
Cetera Investment Advisers LLC
Professional Designations
Company Name Location Dates Years
Fidelity Investments Birmingham, AL Jul 2021 - Current 2
The Prudential Insurance Company Of America Birmingham, AL Mar 2021 - Jun 2021 < 1
Pruco Securities Birmingham, AL Mar 2021 - Jun 2021 < 1
Facet Wealth Baltimore, MD Sep 2020 - Feb 2021 < 1
Massmutual Life Insurance Co Vestavia, AL May 2020 - Sep 2020 < 1
Mml Investors Services LLC Vestavia, AL May 2020 - Sep 2020 < 1
Nylife Securities LLC Montgomery, AL Jun 2019 - May 2020 < 1
Eagle Strategies LLC Alabaster, AL Jun 2009 - May 2020 10
New York Life Insurance Company Montgomery, AL Jun 2004 - May 2020 15
Nylife Distributors LLC Alabaster, AL Apr 2005 - Jul 2019 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2000
S65 NASAA Investment Advisors Law Examination Jun 2009
Contact Info for Daniel J. Tamburello
Phone Number: 617-563-7000
Registered State(s):
  • AL
  • TX
By the Numbers
  • Total Assets Under Management
    652,548
    MILLIONS
  • Total Number of Accounts
    1,712,247
    ACCOUNTS
  • Average Account Value
    $381,106
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.