Daniel Amaradio

CFP

Seia

39 Years of Experience

3 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning

Seia

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

121 advisors

Number of Clients

8,772 clients

Average Client Portfolio

$2.1M average

Assets Under Management

$18.7B

Fee Structure

Minimum Investment:$250K

Financial Planning:Included in AUM fee

Location

120 Vantis Drive, Suite 440, Aliso Viejo, CA, 92656

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History

Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

May 2001

Denied

Customer Dispute

June 2000

Settled

Customer Dispute

November 1999

Withdrawn

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Daniel is a licensed agent in California for the sale of fixed life and annuity products.

Employment History

Current Registrations

Seia

October 2025 - Present · 4 mos

Signature Estate Securities, LLC

October 2025 - Present · 4 mos

Signature Estate Securities, LLCBroker

October 2025 - Present · 4 mos

Select Money Management, INC.

February 2013 - Present · 13 yrs

Previous Registrations

Select Money Management, INC.

March 2010 - December 2012 · 2 yrs 9 mos

Securities Equity GroupBroker

April 2000 - October 2025 · 25 yrs 6 mos

Securities Service Network, INC.Broker

May 1997 - April 2000 · 2 yrs 11 mos

Select Portfolio Management INC

February 1996 - October 2025 · 29 yrs 8 mos

Securities America, INC.Broker

November 1994 - May 1997 · 2 yrs 6 mos

Pruco Securities CorporationBroker

January 1991 - December 1994 · 3 yrs 11 mos

The Prudential Insurance Company of AmericaBroker

January 1991 - December 1993 · 2 yrs 11 mos

Coordinated Capital Securities of Wi INC.Broker

February 1987 - September 1988 · 1 yr 7 mos

Equico Securities, INC.Broker

January 1987 - January 1991 · 4 yrs

The Equitable Life Assurance Society of the United StatesBroker

November 1986 - January 1991 · 4 yrs 2 mos

State Registrations2 states

CATX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.