Daniel Amiot, financial advisor Uniontown OH
93 score

Daniel Amiot

CRD Number: 5421357
Current Firm: Cornerstone Capital Advisors

Daniel Amiot (CRD# 5421357) is an Investment Advisor Representative working at Cornerstone Capital Advisors in Uniontown, OH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cornerstone Capital Advisors Uniontown, OH May 2008 - Current 9
Eileen M. Burkhart & Company, Financial Planning Cleveland Heights, OH Jul 2007 - May 2008 < 1
Unemployed Cleveland, OH Mar 2007 - Jul 2007 < 1
Barrett Benefits Group Cleveland, OH May 2006 - Mar 2007 < 1
Federal Process Corporation Cleveland, OH Jun 2006 - Feb 2007 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for Daniel M. Amiot
Phone Number: 330-896-6250
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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

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