Daniel Joseph Dixon

Algorithmic Investment Models

27 Years of Experience

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Areas of Practice

Investment ManagementHigh Net Worth

Algorithmic Investment Models

Compensation

Fee-Only (AUM)

Firm Size

8 advisors

Number of Clients

257 clients

Average Client Portfolio

$611K average

Assets Under Management

$156.9M

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

Location

Vero Beach, FL

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Algorithmic Investment Models

April 2020 - Present · 5 yrs 10 mos

Previous Registrations

Ceros Financial Services, INC.Broker

February 2021 - May 2024 · 3 yrs 3 mos

Joseph GraceBroker

April 2015 - February 2020 · 4 yrs 10 mos

Joseph Grace Holdings, INC.

April 2015 - February 2020 · 4 yrs 10 mos

Triboro Investment Management, LLC

March 2014 - April 2015 · 1 yr 1 mo

Grant Williams L.P.Broker

September 2009 - December 2013 · 4 yrs 3 mos

Pershing LLCBroker

December 2003 - September 2004 · 9 mos

Lockwood Advisors INC

October 2000 - September 2004 · 3 yrs 11 mos

Lockwood Financial Services, INC.Broker

July 2000 - December 2003 · 3 yrs 5 mos

Nvest Funds Distributor, L.P.Broker

September 1999 - June 2000 · 9 mos

Rte Securities, INC.Broker

July 1996 - October 1999 · 3 yrs 3 mos

Lincoln Investment Planning, INC.Broker

April 1994 - September 1996 · 2 yrs 5 mos

New England SecuritiesBroker

July 1991 - November 1992 · 1 yr 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.