Daniel Ater, financial advisor San Antonio TX

Daniel Ater

CRD Number: 3133038
Current Firm: State Farm Investment Management Corp.

Daniel Ater (CRD# 3133038) is an Investment Advisor Representative working at State Farm Investment Management Corp. in San Antonio, TX and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
State Farm Insurance San Antonio, TX Mar 2013 - Current 11
State Farm Vp Management Corp San Antonio, TX Sep 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Daniel E. Ater
Phone Number: 800-447-0740
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    10,165
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $2,541,134,043
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
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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