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Daniel Mark Amiot II

Daniel M. Amiot

WROUGHT IRON FINANCIAL LLC
CANAL FULTON, OH 44614
Some features on this profile are disabled
CRD#: 5421357
Daniel Mark Amiot II

Professional summary

Daniel Mark Amiot II, CFP® is a registered financial advisor currently at WROUGHT IRON FINANCIAL LLC located in Canal Fulton, Ohio.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Daniel has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Daniel Mark Amiot II'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®
CFP®

Certified Financial Planner

Start date: 2018

Experience

Current

May 31, 2024 - Present

WROUGHT IRON FINANCIAL LLC

Office #1: 919 Cherry St E Suite 202, Canal Fulton, OH 44614
RIA
CRD#: 331090
CANAL FULTON, OH
Past

January 2, 2018 - June 21, 2024

ADVANCE CAPITAL MANAGEMENT INC

RIA
CRD#: 110767
Independence, OH
Past

May 17, 2011 - December 22, 2017

CORNERSTONE CAPITAL ADVISORS

RIA
CRD#: 107230
UNIONTOWN, OH

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
Ohio
(5/31/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/12/2008
Uniform Investment Adviser Law Examination

Current Firm

WI
WROUGHT IRON FINANCIAL LLC
WROUGHT IRON FINANCIAL LLC

CRD#: 331090 / SEC#:

Ohio
Registered Investment Advisory firm - (5/21/2024 Approved)
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Contact information

Main Address
919 Cherry St E Suite 202, Canal Fulton, OH 44614
Mailing Address
Phone number
(330) 258-2548
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts5
AUM (Assets Under Management)$ 418,316

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

WROUGHT IRON FINANCIAL LLC

CRD#: 331090Canal Fulton, OH 44614

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