DANIEL KERTZ is an investment adviser representative (IAR) with state registration records since 2011, appearing at 7 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-12-08 | 2025-03-31 | — |
| ALLWORTH FINANCIAL, L.P. | 2021-08-17 | 2021-09-01 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2021-04-22 | 2021-06-11 | — |
| VERITY ASSET MANAGEMENT, INC. | 2019-11-14 | 2020-02-29 | — |
| EDWARD D. JONES & CO., L.P. | 2017-09-20 | 2017-12-11 | — |
| CAPITAL ONE ADVISORS, LLC | 2011-11-17 | 2015-08-10 | — |