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Daniel Piero

Osaic Advisory Services, LLC

Atlanta, GA

Aurora, OH

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Current Employers
Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-12
OH RA APPROVED 2026-02-03
  • FL RA
    APPROVED
    Since 2026-02-12
  • OH RA
    APPROVED
    Since 2026-02-03

Branch Locations

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

173 South Chillicothe Road, Aurora, OH 44202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lincoln Financial Group Cleveland OH 06/2018 02/2022
Pro Football Hall Of Fame Canton OH 07/2015 08/2017
John Carroll University Cleveland OH 09/2015 05/2019
Private Client Services Aurora OH 02/2022 02/2026
The Roman Guy Rome 01/2017 04/2017
Beacon Financial Group Cleveland OH 06/2018 Present
Osaic Advisory Services Scottsdale AZ 02/2026 Present
  • 06/2018 → 02/2022
    Lincoln Financial Group
    Cleveland, OH
  • 07/2015 → 08/2017
    Pro Football Hall Of Fame
    Canton, OH
  • 09/2015 → 05/2019
    John Carroll University
    Cleveland, OH
  • 02/2022 → 02/2026
    Private Client Services
    Aurora, OH
  • 01/2017 → 04/2017
    The Roman Guy
    Rome
  • 06/2018 → Present
    Beacon Financial Group
    Cleveland, OH
  • 02/2026 → Present
    Osaic Advisory Services
    Scottsdale, AZ
Previous Registrations
  • 2022-08-29 → 2026-03-27
    Beacon Financial Group, Inc.
    Aurora, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-26
  • S65 Uniform Investment Adviser Law Examination
    2022-08-26
Designations
Other Names
  • Daniel Joseph Piero

View on SEC IAPD

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Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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