Daniel P Ebert
Investment adviser representative at Aire Advisors, LLC
11 yearsExperience
1 stateRegistered in
$1BFirm assets
5 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Aire Advisors, LLCJan 2026 to now
- Bank of America, N.A.Aug 2022 to Dec 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to Dec 2025
- Equitable Advisors, LLCJun 2019 to Aug 2022
- AXA Advisors LLCJun 2019 to Jun 2020
- Northwestern MutualMay 2018 to Jan 2019
- MowgreenMay 2018 to Aug 2018
- Vector MarketingMay 2016 to May 2018
- Gettysburg CollegeAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Aire Advisors, LLC
$1BAssets managed
369Clients
12Advisers
5 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
- 6975074
- Firm CRD
- 307450