WD
William J. Daniel
ALERA INVESTMENT ADVISORS
Atlanta, GA
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CRD#: 7674801
WD
Professional summary
William J Daniel, who also goes by William Daniel, Will Daniel, is a registered financial advisor currently at ALERA INVESTMENT ADVISORS, LLC located in Atlanta, Georgia.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. William has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
William Daniel | Will Daniel
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.
KELLER WILLIAMS REALTY FIRST ATLANTA POSITION: Agent NATURE: Real Estate Firm INVESTMENT RELATED: Yes NUMBER OF HOURS/MONTH: 5 SECURITIES TRADING HOURS/MONTH: 0 START DATE: 03/2025 ADDRESS: DESCRIPTION: Real estate sales; meet with clients to show homes and submit offers. ALERA GROUP, INC. POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS/MONTH: 0 SECURITIES TRADING HOURS/MONTH: 0 START DATE: 11/2018 ADDRESS: 2500 Dallas Hwy Ste 202 Marietta, Ga 30064 DESCRIPTION: Sale of insurance products
CRS (Client Relationship Summary) - RIA
Click below to view William J Daniel'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
August 5, 2024 - Present
ALERA INVESTMENT ADVISORS, LLC
RIA
CRD#: 287906
Atlanta, GA
Past
October 4, 2024 - July 1, 2025
ARISTA CONSULTING GROUP
RIA
CRD#: 292330
ATLANTA, GA
Past
May 26, 2023 - April 1, 2024
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
ATLANTA, GA
Past
April 5, 2023 - April 1, 2024
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
ATLANTA, GA
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".
AI
ALERA INVESTMENT ADVISORS, LLC
ALERA GROUP RETIREMENT PLAN SERVICES | WILSON ALBERS | WATERFORD GROUP | WALSH & NICHOLSON | TRINITY ADVISORS GROUP | THE ASCENT GROUP | SUMMIT GROUP OF VIRGINIA | SUMMIT GROUP 401K CONSULTING | STRATEGIC RETIREMENT PLAN CONSULTANTS | JA COUNTER | DOROSHOW INSURANCE | CSNW BENEFITS | BRIO BENEFITS | BCG 401K ADVISORS | ARISTA CONSULTING | AMCORP | ALERA INVESTMENT ADVISORS, LLC | ALERA GROUP WEALTH SERVICES
CRD#: 287906 / SEC#: 801-111892
RIA
Registered Investment Advisory firm - (10/26/2017 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
Georgia(8/5/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/4/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
AI
ALERA INVESTMENT ADVISORS, LLC
ALERA GROUP RETIREMENT PLAN SERVICES | WILSON ALBERS | WATERFORD GROUP | WALSH & NICHOLSON | TRINITY ADVISORS GROUP | THE ASCENT GROUP | SUMMIT GROUP OF VIRGINIA | SUMMIT GROUP 401K CONSULTING | STRATEGIC RETIREMENT PLAN CONSULTANTS | JA COUNTER | DOROSHOW INSURANCE | CSNW BENEFITS | BRIO BENEFITS | BCG 401K ADVISORS | ARISTA CONSULTING | AMCORP | ALERA INVESTMENT ADVISORS, LLC | ALERA GROUP WEALTH SERVICES
CRD#: 287906 / SEC#: 801-111892
RIA
Registered Investment Advisory firm - (10/26/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Three Parkway North Suite 500, Deerfield, IL 60015-2567
Mailing Address
Phone number
(847) 457-3000
Established
Firm type
Fiscal year end
# of Employees
88
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,097 |
| AUM (Assets Under Management) | $ 3,572,112,624 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
