Daniel Aceti, financial advisor Charlotte NC

Daniel Aceti

CRD Number: 1876666
Current Firm: Kestra Advisory Services, LLC

Daniel Aceti (CRD# 1876666) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Charlotte, NC and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Kestra Financial Services, Inc. Austin, TX Apr 2016 - Current 4
Executive Benefits Group, Inc. Charlotte, NC May 2005 - Current 15
Corporate Benefit Advisors Charlotte, NC Nov 2003 - Current 17
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
Contact Info for Daniel G. Aceti
Phone Number: 8445537872
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    29,037
    MILLIONS
  • Total Number of Accounts
    97,846
    ACCOUNTS
  • Average Account Value
    $296,761
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

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, VI, VT, WA, WI, WV, WY

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