Larry Rufus Daniels
Investment adviser representative at Ae Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$49.8BFirm assets
10 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Ae Wealth Management, LLCMay 2025 to now
- C-suite for ChristDec 2024 to now
- Law Office of Larry R Daniels Iii EsqAug 2017 to now
- Alto Financial GroupJul 2013 to now
- Encompass More Asset Management LLCApr 2023 to May 2025
- Verity Asset ManagementSep 2019 to Nov 2022
- Appreciation FinancialAug 2017 to Jan 2022
- City of Newark Law DepartmentOct 2015 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Ae Wealth Management, LLC
$49.8BAssets managed
128,073Clients
464Advisers
10 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
- 7170103
- Firm CRD
- 282580