Daniel Liss is a CFA-designated registered investment advisor, based in Dublin, OH, with 4 years of industry experience.
Location
6125 Memorial Dr, Dublin, OH, 43017
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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 →Employment History
Current Registrations
Meeder Distribution Services, INC.Broker
September 2025 - Present · 7 mos
Meeder Advisory Services, INC.
September 2025 - Present · 7 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - September 2025 · 2 yrs 3 mos
Cetera Advisor Networks LLC
January 2023 - June 2023 · 5 mos
Cetera Investment Services LLCBroker
January 2023 - September 2025 · 2 yrs 8 mos
Cetera Financial Specialists LLCBroker
January 2023 - September 2025 · 2 yrs 8 mos
Cetera Wealth Services, LLCBroker
January 2023 - September 2025 · 2 yrs 8 mos
Cetera Advisors LLCBroker
January 2023 - September 2025 · 2 yrs 8 mos
Meeder Advisory Services, INC.
December 2021 - November 2022 · 11 mos
Meeder Distribution Services, INC.Broker
October 2021 - November 2022 · 1 yr 1 mo
State Registrations1 state
OH
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.