Daniel Landis, financial advisor Atlanta GA
89 score

Daniel Landis

CRD Number: 6290443
Current Firm: Axa Advisors, LLC

Daniel Landis (CRD# 6290443) is an Investment Advisor Representative working at Axa Advisors, LLC in Atlanta, GA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Axa Advisors LLC New York, NY Mar 2016 - Current < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Mar 2016 1
Morgan Stanley Atlanta, GA Jan 2014 - Mar 2016 2
The Landis Law Firm, LLC Smyrna, GA Sep 2011 - Dec 2013 2
Kennesaw State University Kennesaw, GA May 2012 - May 2013 1
Eugene P. Chambers, Iii, Pc Atlanta, GA Jun 2011 - Aug 2011 < 1
Mauldin & Jenkins, LLC Atlanta, GA Feb 2010 - May 2011 1
Moore Ingram Johnson & Steele, LLP Marietta, GA Jan 1997 - Jan 2010 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Daniel A. Landis
Phone Number: 212-314-4600
Firm Website: http://axa.us.com
Registered State(s):
  • FL
  • MI
  • GA
By the Numbers
  • Total Assets Under Management
    9,867
    MILLIONS
  • Total Number of Accounts
    40,093
    ACCOUNTS
  • Average Account Value
    $246,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • 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, 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, VI, VT, WA, WI, WV

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BADGES
89

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