Daniel Galli (CRD# 1471816) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Norwell, MA and has over 38 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.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Djg Longwater LLC | Norwell, MA | Mar 2022 - Current | 2 |
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
| Ameritas Investment Corp. | Lincoln, NE | Jun 2006 - Current | 17 |
| Ameritas Life Insurance | Lincoln, NE | Jun 2006 - Current | 17 |
| Boston University | Boston, MA | Jun 2002 - Current | 21 |
| Pfe Advisors, Inc. | Southborough, MA | Mar 2000 - Current | 24 |
| Goldman Sachs | Southborough, MA | Mar 2000 - Current | 24 |
| Daniel J Galli & Associates | Norwell, MA | Sep 1986 - Current | 37 |
| Society Of Grownups | Springfield, MA | Jul 2014 - Dec 2015 | 1 |
| Ideo Corporation | Cambridge, MA | Mar 2014 - Dec 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1986 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1999 |
- MA
- TX
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
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- Portfolio management for individuals and/or small businesses
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- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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