DG
CFP
DG
CFP

Daniel Ryan Goott

26 Years of Experience
Sells Insurance
Areas of Practice
Retirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
622 clients
Average Client Portfolio
$30.5M average
Assets Under Management
$19.0B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$15,000
Loading...

Location

99 Park Avenue, 16th Floor, New York, NY, 10016

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Daniel is an Executive Vice President at Investec Asset Management Group, where he has worked since 2003, dedicating minimal time. He sells and monitors fixed insurance products.

Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
March 2022 - Present · 3 yrs 11 mos
Cerity Partners LLC
February 2022 - Present · 4 yrs
Previous Registrations
Investec Wealth Strategies
July 2003 - January 2022 · 18 yrs 6 mos
Financial Paradigms, INC.Broker
June 2003 - January 2016 · 12 yrs 7 mos
Prudential Securities Incorporated
July 1999 - March 2003 · 3 yrs 8 mos
Prudential Securities IncorporatedBroker
June 1999 - March 2003 · 3 yrs 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Daniel Ryan Goott - Financial Advisor | TrueAdvisor