Danielle Alexandra Pittler

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2025 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 10/2024 → Present
  Freedom Financial Group
  Birmingham, AL
• 07/2021 → 10/2024
  Broad Financial
  Montvale, NJ
• 11/2020 → 07/2021
  Mazza And More
  Brooklyn, NY
• 08/2020 → 11/2020
  Chabad Israel Center Of The Upper East Side
  New York, NY
• 03/2020 → 11/2020
  Unemployed
  New York, NY
• 12/2019 → 02/2020
  Mr. Broadway
  New York, NY
• 08/2019 → 11/2019
  Amsterdam Burger Nyc
  New York, NY
• 06/2019 → 07/2019
  Scholastic
  New York, NY
• 10/2017 → 11/2018
  Sunflower Cafe Nyc
  New York, NY
• 06/2017 → 08/2017
  Applebee's Grill + Bar
  Hoover, AL
• 08/2015 → 05/2019
  Yeshiva University
  New York, NY

Other Businesses

Freedom Financial; Yes Investment Related; 2057 Valleydale Rd, Suite 200, Birmingham AL 35244; Retirement planning services; Client Service Specialist; 12/19/2024; 160hrs/Mo; 160hrs/Mo during Securities Trading Hours; Client services assists advisors with preparing annuity and insurance applications and monitoring the process/working with the clients to ensure the policy issues.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-24

Other Names

• Alex Pittler