Daniel Galli, financial advisor Norwell MA

Daniel Galli

CRD Number: 1471816
Current Firm: Ameritas Investment Corp

Daniel Galli (CRD# 1471816) is an Investment Advisor Representative working at Ameritas Investment Corp in Norwell, MA and has over 33 years of experience in the finance industry. Daniel Galli has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ameritas Life Insurance Lincoln, NE Jun 2006 - Current 13
Ameritas Investment Corp. Lincoln, NE Jun 2006 - Current 13
Condo Everett, MA Jun 2006 - Current 13
Condo Ownership Norwell, MA Jan 2005 - Current 15
Boston University Boston, MA Jun 2002 - Current 17
Pfe Advisors, Inc. Southborough, MA Mar 2000 - Current 19
Daniel J Galli & Associates Norwell, MA Sep 1986 - Current 33
Society Of Grownups Springfield, MA Jul 2014 - Dec 2015 1
Ideo Corporation Cambridge, MA Mar 2014 - Dec 2015 1
Acadient, Inc. Boston, MA Jan 2005 - Jan 2013 8
Acacia Life Insurance Bethesda, MD Jun 2006 - Dec 2011 5
Union Central Life Insurance Cincinnati, OH Feb 1987 - Dec 2011 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1986
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Daniel J. Galli
Phone Number: 800-335-9858
Firm Website: http://www.ameritas.com
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    5,215
    MILLIONS
  • Total Number of Accounts
    22,293
    ACCOUNTS
  • Average Account Value
    $233,946
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
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)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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