Daniel Joseph Hill
Investment adviser representative at Ae Wealth Management, LLC
14 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
14 years in the industry.
- Ae Wealth Management, LLCApr 2025 to now
- The Burzynski GroupMar 2025 to now
- J.P. Morgan Securities LLCMay 2024 to Mar 2025
- JPMorgan Chase Bank, N.A.May 2024 to Mar 2025
- Equitable Advisors, LLCAug 2022 to May 2024
- Equitable Financial Life Insurance Co.Aug 2022 to May 2024
- Ferris State University - Athletic DepartmentMay 2021 to May 2022
- G & J Site SolutionsJun 2019 to Aug 2020
- Michigan Tech University Sports CampsJul 2017 to Aug 2018
- Ocuglass, LLCFeb 2017 to Aug 2017
- Keweenaw AutomotiveJun 2012 to Dec 2022
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 7603685
- Firm CRD
- 282580