Daniel Miles (CRD# 4908207) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Watertown, NY and has over 18 years of experience in the finance industry.
CRD# 4165858
Hightower Advisors, LLC
CRD# 4586194
Rock Ridge Wealth LLC
CRD# 2089960
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Miles Ahead Financial Planning | Fairport, NY | Aug 2022 - Current | 1 |
| Ameritas Advisory Services, LLC | Lincoln, NE | Nov 2021 - Current | 2 |
| Miles Ahead Wealth Management | Fairport, NY | Dec 2020 - Current | 3 |
| Ameritas Investment Company, LLC | Lincoln, NE | Apr 2017 - Current | 7 |
| Ameritas Life Insurance Corp | Lincoln, NE | Apr 2017 - Current | 7 |
| Ameritas Life Insurance Corp Of New York | New York, NY | Apr 2017 - Current | 7 |
| United Professional Advisors | Watertown, NY | Mar 2017 - Current | 7 |
| Stan Steele Agency | Bloomfield, NY | Mar 2017 - Current | 7 |
| Nationwide Financial | Rochester, NY | Jul 2015 - Mar 2017 | 1 |
| Nationwide Securities LLC | Columbus, OH | Jul 2015 - Mar 2017 | 1 |
| Massmutual Financial Group | Syracuse, NY | Oct 2010 - Jul 2015 | 4 |
| Mml Investors Services | Syracuse, NY | Oct 2010 - Nov 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2005 |
- NY
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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
- Fixed fees (other than subscription fees)
- 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)
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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