Daniel Joseph Dixon
Investment adviser representative at Algorithmic Investment Models
10 yearsExperience
1 stateRegistered in
$90.9MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Algorithmic Investment Models, LLCFeb 2020 to now
- Ceros Financial Services, Inc.Feb 2021 to May 2024
- Joseph Grace HoldingApr 2015 to Feb 2020
- Trident Distribution PartnersApr 2014 to Mar 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (FL).
Algorithmic Investment Models
Legal name: Algorithmic Investment Models, LLC
$90.9MAssets managed
228Clients
7Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1643748
- Firm CRD
- 306354