Daniel Andrew Kleiner
Investment adviser representative at Ally Invest Advisors
10 yearsExperience
1 stateRegistered in
$1.7BFirm assets
12 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.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Ally Invest AdvisorsMar 2023 to now
- Ally Invest SecuritiesMay 2021 to now
- CorelogicMar 2020 to May 2021
- Ranstad LLCNov 2019 to Mar 2020
- UnemployedOct 2019 to Nov 2019
- XomeMar 2016 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Ally Invest Advisors
Legal name: Ally Invest Advisors Inc
$1.7BAssets managed
83,199Clients
82Advisers
12 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
- 7365104
- Firm CRD
- 170301