Daniel Aceti (CRD# 1876666) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Charlotte, NC and has over 34 years of experience in the finance industry.
CRD# 1451905
Eudaimonia Partners, LLC
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lion Street Financial | Charlotte, NC | Aug 2023 - Current | < 1 |
| Lion Street Advisors | Charlotte, NC | Aug 2023 - Current | < 1 |
| Executive Benefits Group, Inc. | Charlotte, NC | May 2005 - Current | 18 |
| Corporate Benefit Advisors | Charlotte, NC | Nov 2003 - Current | 19 |
| Kestra Advisory Services, LLC | Charlotte, NC | Apr 2016 - Aug 2023 | 7 |
| Kestra Investment Services, LLC | Charlotte, NC | Jan 2007 - Aug 2023 | 16 |
| Nfp Securities, Inc. | Charlotte, NC | Jan 2007 - Apr 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1988 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1997 |
- NC
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Total Assets Under Management1,401MILLIONS
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Total Number of Accounts4,709ACCOUNTS
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Average Account Value$297,543
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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