Daniel Aceti, financial advisor Charlotte NC

Daniel Aceti

CRD Number: 1876666
Current Firm: Lion Street Advisors, LLC

Daniel Aceti (CRD# 1876666) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Charlotte, NC and has over 35 years of experience in the finance industry.

Similar Advisors
Don Stamas, financial advisor Charlotte NC
Don Stamas
CRD# 2867492
Defender Capital
Similar Advisors
Gianni Abballe, financial advisor Charlotte NC
Gianni T. Abballe
CRD# 5753288
Morgan Stanley
Similar Advisors
Michael Abbott, financial advisor Charlotte NC
Michael J. Abbott
CRD# 6172815
Edward Jones
Professional Designations
Company Name Location Dates Years
Lion Street Financial Charlotte, NC Aug 2023 - Current < 1
Lion Street Advisors Charlotte, NC Aug 2023 - Current < 1
Executive Benefits Group, Inc. Charlotte, NC May 2005 - Current 18
Corporate Benefit Advisors Charlotte, NC Nov 2003 - Current 20
Kestra Advisory Services, LLC Charlotte, NC Apr 2016 - Aug 2023 7
Kestra Investment Services, LLC Charlotte, NC Jan 2007 - Aug 2023 16
Nfp Securities, Inc. Charlotte, NC Jan 2007 - Apr 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1988
S65 NASAA Investment Advisors Law Examination Dec 1997
Contact Info for Daniel G. Aceti
Phone Number: 512-776-8400
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,401
    MILLIONS
  • Total Number of Accounts
    4,709
    ACCOUNTS
  • Average Account Value
    $297,543
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Daniel Aceti and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.