Adam J Dani
Investment adviser representative at Napier Financial
11 yearsExperience
1 stateRegistered in
$587.9MFirm assets
1 yearFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Napier Financial, LLCJun 2025 to now
- ValentinosJul 2021 to now
- US Wealth ManagementJan 2022 to Jul 2025
- UnemployedApr 2020 to Jul 2021
- VolturnoApr 2019 to Mar 2020
- Pfe Advisors, Inc.Sep 2018 to Feb 2019
- John HancockOct 2015 to Sep 2018
- John Hancock Distributors LLCOct 2015 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (MA).
Napier Financial
Legal name: Napier Financial, LLC
$587.9MAssets managed
242Clients
9Advisers
1 yearIn 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
- 5286619
- Firm CRD
- 336725