Danielle Alexandra Pittler
Investment adviser representative at Ae Wealth Management, LLC
11 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
11 years in the industry.
- Ae Wealth Management, LLCJun 2025 to now
- Freedom Financial GroupOct 2024 to now
- Broad FinancialJul 2021 to Oct 2024
- Mazza and MoreNov 2020 to Jul 2021
- Chabad Israel Center of the Upper East SideAug 2020 to Nov 2020
- UnemployedMar 2020 to Nov 2020
- Mr. BroadwayDec 2019 to Feb 2020
- Amsterdam Burger NycAug 2019 to Nov 2019
- ScholasticJun 2019 to Jul 2019
- Sunflower Cafe NycOct 2017 to Nov 2018
- Applebee's Grill + BarJun 2017 to Aug 2017
- Yeshiva UniversityAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AL).
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
- 8119779
- Firm CRD
- 282580