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Daniel Joseph Iandoli

Advisors Asset Management, Inc.

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About Daniel Joseph Iandoli

Daniel Iandoli is an Investment Advisor Representative with Advisors Asset Management, Inc. located in Cohasset, MA. Daniel has over 18 years of experience in the financial services industry. Daniel is registered with the state of Massachusetts. Daniel's previous employers include Janney Montgomery Scott LLC, Javelin Securities, LLC, LPL Financial LLC, PIMCO INVESTMENTS LLC, ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC, MFS FUND DISTRIBUTORS, INC., and BOSTON CAPITAL SECURITIES, INC. Daniel holds the following licenses: Series 7, Series 24, Series 51, Series 63, and Series 65.

Firm Information

Daniel Iandoli is currently registered with Advisors Asset Management, Inc.. Advisors Asset Management, Inc. is a corporation formed in 2008 and headquartered in Monument, Colorado. The firm provides investment advisory services to individuals, businesses, and pooled investment vehicles. They specialize in portfolio management and serve a wide range of clients including individuals, corporations, investment companies, pension plans, and other investment advisors. The firm is registered with the SEC and in all 50 states and the District of Columbia. Their website and social media presence provide access to their services and resources.
Advisors Asset Management, Inc.

18925 BASE CAMP ROAD

MONUMENT, CO 80132

$3.85B

Assets Under Management

Not reported

Total Clients

185

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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supervisor/evaluator to unit investment trusts

Supervisor/evaluator to unit investment trusts

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Iandoli’s Registration & Firm History

MA

10/04/2023 - Present

Advisors Asset Management, Inc. (Cohasset MA)

MA

01/13/2022 - 09/23/2023

JANNEY MONTGOMERY SCOTT LLC (OSTERVILLE MA)

MA

09/30/2021 - 01/14/2022

JAVELIN SECURITIES, LLC (COHASSET MA)

SC

03/26/2021 - 06/09/2021

LPL FINANCIAL LLC (FORT MILL SC)

MA

01/08/2021 - 02/23/2021

JAVELIN SECURITIES, LLC (COHASSET MA)

NY

02/14/2011 - 03/26/2020

PIMCO INVESTMENTS LLC (NEW YORK NY)

NY

01/21/2011 - 02/14/2011

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)

MA

08/24/2004 - 01/07/2011

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

MA

03/01/2004 - 08/03/2004

BOSTON CAPITAL SECURITIES, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 05/11/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/24/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/29/2006

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 08/30/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/27/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Daniel Joseph Iandoli.
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