Daniel J. Mavraides

REBALANCE LLC

Los Angeles, CA

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CRD#: 7097510

Professional summary

Daniel James Mavraides is a registered financial advisor currently at REBALANCE LLC located in Los Angeles, California.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. 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.

ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC; INVESTMENT RELATED; 10635 SANTA MONICA BLVD STE 240 LOS ANGELES CA 90025; ANALYST; SINCE 12/2014.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel James Mavraides's CRS (Customer Relationship Summary).

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

September 3, 2024 - Present

REBALANCE LLC

Office #2: 150 S Rodeo Drive Suite 100, Beverly Hills, CA 90212

RIA

CRD#: 158242

Los Angeles, CA

Past

June 10, 2022 - August 15, 2023

INBALANCE ADVISORS, LLC

RIA

CRD#: 321698

LOS ANGELES, CA

Past

April 9, 2019 - February 27, 2024

ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC

RIA

CRD#: 169582

LOS ANGELES, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

REBALANCE LLC

MR ADVISERS, INC. | REBALANCE LLC | REBALANCE IRA | REBALANCE INC.

CRD#: 158242 / SEC#: 801-72723

RIA

Registered Investment Advisory firm - (9/28/2011 Approved)

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

California
(9/3/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/18/2019

Uniform Investment Adviser Law Examination

Current Firm

REBALANCE LLC

MR ADVISERS, INC. | REBALANCE LLC | REBALANCE IRA | REBALANCE INC.

CRD#: 158242 / SEC#: 801-72723

RIA

Registered Investment Advisory firm - (9/28/2011 Approved)

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Contact information

Main Address

635 Bryant Street #6, Palo Alto, CA 94301

Mailing Address

4800 Hampden Lane Suite 200, Bethesda, MD 20814

Phone number

(650) 396-3900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV FORM 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,607
AUM (Assets Under Management)	$ 1,558,126,646

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.

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Daniel J. Mavraides

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel James Mavraides's CRS (Customer Relationship Summary).

Certified licenses

Experience

REBALANCE LLC

INBALANCE ADVISORS, LLC

ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC

Primary Firm SEC Registration

REBALANCE LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/18/2019

Current Firm

REBALANCE LLC

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REBALANCE LLC

TRUST BUT VERIFY

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