Daniel Jason Segal
Investment adviser representative at Amerant Investments, Inc.
12 yearsExperience
3 statesRegistered in
$782.4MFirm assets
24 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Amerant Investments, Inc.Dec 2022 to now
- Backend ResolveDec 2020 to Nov 2021
- Benchmark Financial Wealth Advisory LLCJul 2017 to Dec 2020
- American Portfolios Financial Services, Inc.Sep 2016 to Jul 2017
- Illuminating Solutions LLCMay 2014 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 3 states (FL, IL, NM).
Amerant Investments, Inc.
$782.4MAssets managed
1,297Clients
21Advisers
24 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
- 4076125
- Firm CRD
- 117284