DA
Daniel L. Asti
AE WEALTH MANAGEMENT
Monroeville, PA 15146
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CRD#: 7164324
DA
Professional summary
Daniel Lee Asti is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Monroeville, Pennsylvania.
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.
1) Alto Financial Group LLC; Yes Investment Related; 4099 William Penn Hwy Ste 401, Monroeville, PA 15146; Insurance; Managing Partner; 5/2015; 5hrs/Mo, 5hrs/Mo during Securities Trading Hours; Recruiting and Training of agents and agency owner, carrier selection, etc. 2) AFG II; Yes Investment Related; 4099 William Penn Hwy Ste 401, Monroeville, PA 15146; Insurance; Managing Partner; 1/2022; 120hrs/Mo; 100hrs/Mo during Securities Trading Hours. 3) AMark LLC; Not Investment Related; 4099 William Penn Hwy Ste 401, Monroeville, PA; Digital Marketing; Managing Partner; 1/2022; 10hrs/Mo; 10hrs/Mo during Securities Trading Hours; Customer Relations, making sure the connections between the companies is managed correctly. 4) Alto University LLC; Not Investment Related; 4099 William Penn Hwy Ste 401, Monroeville, PA 15146; Online Education Company for Financial Services; Managing Partner; 3/2021; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours; Provides training for licensed insurance agents through online courses with a live instructor, Oversight and Management. 5) Alto Capital LLC; Not Investment Related; 4099 William Penn Hwy Ste 401, Monroeville, PA 15146; Commercial Loan Broker; Managing Partner; 1/2021; 10hrs/Mo; 10hrs/Mo during Securities Trading Hours; Connects business owners to provide loans to businesses looking for real estate purchases or flips. 6) Elevare Debt Solutions; Not Investment Related; 4099 William Penn Hwy Ste 401, Monroeville, PA 15146; Debt Resolution; Managing Partner; 1/2022; 10hrs/Mo; 10hrs/Mo during Securities Trading Hours. 7) Health Snack Hub LLC; Not Investment Related; 202 Shangrila Lane, Plum PA 15239; Vending machine route; LLC Partner member; 6/2025; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours; Provide Advice. This is a business started by my oldest son to focus on vending machines.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Lee Asti'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®
NoneExperience
Current
May 15, 2025 - Present
AE WEALTH MANAGEMENT, LLC
Office #1: 4099 William Penn Hwy, Monroeville, PA 15146RIA
CRD#: 282580
Monroeville, PA
Past
September 8, 2022 - May 15, 2025
ENCOMPASS MORE ASSET MANAGEMENT LLC
RIA
CRD#: 322382
Monroeville, PA
Past
August 21, 2019 - June 15, 2022
VERITY ASSET MANAGEMENT
RIA
CRD#: 158667
Monroeville, PA
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".
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - (2/17/2016 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
Pennsylvania(5/15/2025)
Current Firm
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC
CRD#: 282580 / SEC#: 801-107319
RIA
Registered Investment Advisory firm - (2/17/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2950 Sw Mcclure Road Suite B, Topeka, KS 66614
Mailing Address
Phone number
(866) 363-9595
Established
Firm type
Fiscal year end
# of Employees
602
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,059 |
| AUM (Assets Under Management) | $ 37,525,706,084 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
