LD
Larry R. Daniels
AE WEALTH MANAGEMENT
Cranford, NJ 07016
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CRD#: 7170103
LD
Professional summary
Larry Rufus Daniels III is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Cranford, New Jersey.
Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Larry 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; Yes Investment Related; 4099 William Penn Hwy Ste 401, Monroeville, PA 15146; Sale of Life Insurance, LTC Products, Fixed and Fixed-Indexed Annuities; Agency Coach/Partner/Insurance Agent; 10/2012; 20hrs/Mo; 10hrs/Mo during Securities Trading Hours; Provide Insurance advice to clients and help as needed with training other agents. 2) Law Office of Larry R. Daniels III, Esq.; Not Investment Related; 20 Commerce Drive, Suite 135, Cranford, NJ 07016; Attorney specializing in real estate law; Owner; 8/2017; 30hrs/Mo; 10hrs/Mo during Securities Trading Hours; Conduct reviews of real estate purchases. 3) C-Suite for Christ; Not Investment Related; 683 Dove Court, Colgate, WI 53017; Christian practices in business; New York Market President; 12/2024; 40hrs/Mo; 8hrs/Mo during Securities Trading Hours; Facilitate monthly meetings, conduct training, etc.
CRS (Client Relationship Summary) - RIA
Click below to view Larry Rufus Daniels III'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: 20 Commerce Dr Ste 135, Cranford, NJ 07016RIA
CRD#: 282580
Cranford, NJ
Past
April 24, 2023 - May 15, 2025
ENCOMPASS MORE ASSET MANAGEMENT LLC
RIA
CRD#: 322382
Roselle Park, NJ
Past
September 20, 2019 - November 30, 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
New Jersey(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.
