Daniel Chabott (CRD# 2628356) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Northfield, MA and has over 28 years of experience in the finance industry.
CRD# 7047829
Edward Jones
CRD# 2355947
Capital Analysts
CRD# 5900328
Ae Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Feb 2018 - Current | 6 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2018 - Current | 6 |
| Clear Sailing Investment Group | Northfield, MA | Jan 2009 - Current | 15 |
| Cetera Advisors LLC | Denver, CO | Oct 2016 - Feb 2018 | 1 |
| Investors Capital Corporation | Lynnfield, MA | Aug 2012 - Oct 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1995 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2000 |
- MA
- TX
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Market timing services
- Educational seminars/workshops
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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