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Albert M. Daniels

COHO ADVISORY SERVICES
Anchorage, AK 99503
Some features on this profile are disabled
CRD#: 4066805
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Professional summary

Albert Michael Daniels, who also goes by Michael Danie, A M Daniels, A Michael Daniels Jr., A Michael Daniels, A. Daniels, Albert M. Daniels Jr., Albert Daniels Jr., Albert Daniels, Albert Michael Daniels Jr., Michae A. Daniels Jr., Michael A. Daniels, Michael Daniels, Michael Albert Daniels Jr., Mike Daniels Jr., Mike Daniels, Daniels A. Michael, is a registered financial advisor currently at COHO ADVISORY SERVICES, LLC located in Anchorage, Alaska.

Albert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Albert has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael Danie | A M Daniels | A Michael Daniels Jr. | A Michael Daniels | A. Daniels | Albert M. Daniels Jr. | Albert Daniels Jr. | Albert Daniels | Albert Michael Daniels Jr. | Michae A. Daniels Jr. | Michael A. Daniels | Michael Daniels | Michael Albert Daniels Jr. | Mike Daniels Jr. | Mike Daniels | Daniels A. Michael

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Albert Michael Daniels's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 20, 2023 - Present

COHO ADVISORY SERVICES, LLC

Office #1: 3150 C Street Suite 240, Anchorage, AK 99503
RIA
CRD#: 325710
Anchorage, AK
Past

November 1, 2021 - June 27, 2023

AMERITAS ADVISORY SERVICES, LLC

RIA
CRD#: 317245
ANCHORAGE, AK
Past

April 14, 2020 - November 1, 2021

AMERITAS INVESTMENT COMPANY, LLC

RIA
CRD#: 14869
Anchorage, AK
Past

March 31, 2020 - June 27, 2023

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
Anchorage, AK
Past

July 1, 2019 - April 3, 2020

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
ANCHORAGE, AK
Past

July 1, 2019 - April 3, 2020

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
ANCHORAGE, AK
Past

April 21, 2017 - July 1, 2019

ON INVESTMENT MANAGEMENT CO

RIA
CRD#: 105662
Anchorage, AK
Past

April 3, 2017 - July 1, 2019

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
ANCHORAGE, AK
Past

February 19, 2003 - July 27, 2007

COUNTRY TRUST BANK

RIA
CRD#: 109487
ANCHORAGE, AK
Past

January 28, 2000 - February 9, 2017

COUNTRY CAPITAL MANAGEMENT COMPANY

BD
CRD#: 12060
ANCHORAGE, AK

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Alaska
(6/20/2023)
IAR
California
(12/4/2024)
IAR
Colorado
(11/15/2024)
IAR
Nevada
(10/6/2023)
IAR
Oregon
(2/7/2025)
IAR
Texas
(9/26/2023)
IAR
Washington
(8/2/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/17/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/28/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 1/27/2000
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 6/4/2001
Investment Company Products/Variable Contracts Principal Examination

Current Firm

CA
COHO ADVISORY SERVICES, LLC
COHO ADVISORY SERVICES, LLC | FINANCIAL OUTFITTERS GROUP

CRD#: 325710 / SEC#:

Alaska
Registered Investment Advisory firm - (5/3/2023 Approved)
California
Registered Investment Advisory firm - (12/4/2024 Approved)
Colorado
Registered Investment Advisory firm - (11/15/2024 Approved)
Idaho
Registered Investment Advisory firm - (3/15/2024 Approved)
Nevada
Registered Investment Advisory firm - (10/3/2023 Approved)
Oregon
Registered Investment Advisory firm - (2/4/2025 Approved)
Texas
Registered Investment Advisory firm - (9/26/2023 Approved)
Washington
Registered Investment Advisory firm - (5/10/2024 Approved)
PREMIUM
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Contact information

Main Address
3150 C Street Suite 240, Anchorage, AK 99503
Mailing Address
Phone number
(907) 333-2646
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts232
AUM (Assets Under Management)$ 36,593,947

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

COHO ADVISORY SERVICES, LLC

CRD#: 325710Anchorage, AK 99503

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