Daniel Sylvester Liss
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
13 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Meeder Advisory Services, Inc.Sep 2025 to now
- Cetera Investment Advisers LLCJun 2023 to Sep 2025
- Cetera Advisers LLCDec 2022 to Sep 2025
- Cetera Financial Specialists LLCDec 2022 to Sep 2025
- Cetera Investment Services LLCDec 2022 to Sep 2025
- Cetera Wealth Services, LLCDec 2022 to Sep 2025
- Meeder Investment Management, Inc.Aug 2021 to Nov 2022
- Root InsuranceJul 2020 to Aug 2021
- UnemployedMay 2020 to Aug 2020
- Dish NetworkMay 2019 to Aug 2019
- Investments LimitedMay 2018 to Aug 2018
- The Ohio State UniversityAug 2017 to May 2020
- Ocean Bay Volleyball ClubMay 2017 to May 2018
- Spanish River High SchoolAug 2013 to May 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (OH).
Meeder Advisory Services, Inc.
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7440611
- 106814