Adam Dani, financial advisor Braintree MA

Adam Dani

CRD Number: 5286619
Current Firm: U.s. Financial Advisors

Adam Dani (CRD# 5286619) is an Investment Advisor Representative working at U.s. Financial Advisors in Braintree, MA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Us Wealth Management Braintree, MA Jan 2022 - Current 1
Valentinos Worcester, MA Jul 2021 - Current 2
Unemployed Hudson, MA Apr 2020 - Jul 2021 1
Volturno Framingham, MA Apr 2019 - Mar 2020 < 1
Pfe Advisors, Inc. Southborough, MA Sep 2018 - Feb 2019 < 1
John Hancock Boston, MA Oct 2015 - Sep 2018 2
John Hancock Distributors LLC Boston, MA Oct 2015 - Sep 2018 2
Sunny Boy Brookline, MA Apr 2015 - Sep 2015 < 1
Unemployed Hudson, MA Aug 2014 - Apr 2015 < 1
Lincoln Financial Advisors Framingham, MA Oct 2010 - Jul 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Adam J. Dani
Phone Number: 781-849-9200
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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)
Types of Clients
Registered States


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