DANIEL CHARELES BERTOLET is an investment adviser representative (IAR) with state registration records since 1997, appearing at 5 firms. Currently registered with AMERIPRISE FINANCIAL SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | 2025-08-19 | present | Yes |
| WEDBUSH SECURITIES INC. | 2014-11-07 | 2025-08-19 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2014-11-17 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2004-12-15 | 2009-06-01 | — |
| MORGAN STANLEY DW INC. | 1997-07-08 | 2004-12-16 | — |