Daniel PerrottiCRD Number: 4536013
Current Firm: Mid Atlantic Financial Management, Inc.
Daniel Perrotti (CRD# 4536013) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Lititz, PA and has over 14 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
|Mid Atlantic Capital Corp||Lititz, PA||May 2009 - Current||8|
|Citigroup Global Markets Inc.||Lancaster, PA||Jul 2002 - May 2009||6|
|Smith Barney||Lancaster, PA||Jul 2002 - May 2009||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2002|
Total Assets Under Management1,765MILLIONS
Total Number of Accounts7,294ACCOUNTS
Average Account Value$241,931
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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, VI, VT, WA, WI, WV