Best Investors Account Sign in

Daniel Joseph Iandoli

Advisors Asset Management, Inc.

Princeton, NJ

Cohasset, MA

Claim This Profile
Current Employers
Advisors Asset Management, Inc.

18925 Base Camp Road Suite 203, Monument, CO 80132 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-10-04
  • MA RA
    APPROVED
    Since 2023-10-04

Branch Locations

300 Carnegie Center Suite 100, Princeton, NJ 08540 • United States

Cohasset, MA • 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
Pimco Investments Llc New York NY 02/2011 03/2020
Pacific Investment Management Company Llc New York NY 02/2011 03/2020
Javelin Securities, Llc New York NY 12/2020 02/2021
Ozone Capital Markets, Llc New York NY 04/2020 12/2020
Lpl Financial Llc Fort Mill SC 03/2021 05/2021
Javelin Securities, Llc New York NY 09/2021 01/2022
Ozone Capital Markets, Llc New York NY 06/2021 01/2022
Janney Montgomery Scott Llc Osterville MA 02/2023 09/2023
Advisors Asset Management, Inc Monument CO 09/2023 Present
Janney Montgomery Scott Llc Osterville MA 01/2023 02/2023
Janney Montgomery Scott Llc Boston MA 01/2022 01/2023
  • 02/2011 → 03/2020
    Pimco Investments Llc
    New York, NY
  • 02/2011 → 03/2020
    Pacific Investment Management Company Llc
    New York, NY
  • 12/2020 → 02/2021
    Javelin Securities, Llc
    New York, NY
  • 04/2020 → 12/2020
    Ozone Capital Markets, Llc
    New York, NY
  • 03/2021 → 05/2021
    Lpl Financial Llc
    Fort Mill, SC
  • 09/2021 → 01/2022
    Javelin Securities, Llc
    New York, NY
  • 06/2021 → 01/2022
    Ozone Capital Markets, Llc
    New York, NY
  • 02/2023 → 09/2023
    Janney Montgomery Scott Llc
    Osterville, MA
  • 09/2023 → Present
    Advisors Asset Management, Inc
    Monument, CO
  • 01/2023 → 02/2023
    Janney Montgomery Scott Llc
    Osterville, MA
  • 01/2022 → 01/2023
    Janney Montgomery Scott Llc
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-11
S63 Uniform Securities Agent State Law Examination 2004-06-24
  • S65 Uniform Investment Adviser Law Examination
    2022-05-11
  • S63 Uniform Securities Agent State Law Examination
    2004-06-24
Other Names
  • Danny Joseph Iandoli

View on SEC IAPD

Other Firms

BLACKROCK INVESTMENT MANAGEMENT, LLC
SONGBIRD CAPITAL, LLC
J.P. MORGAN SECURITIES LLC
SYSTEMATIC ALPHA INVESTMENTS, LLC
PNC WEALTH MANAGEMENT LLC
RBC CAPITAL MARKETS, LLC
WATERMARK GROUP, INC.
PRINCETON EQUITY GROUP

Other Investors

DAVID WILLIAM SMITH
JOHN FRANCIS RYAN
ERICA DORAY SEREMETA
DUANE THOMAS LIEDL
MANUEL DAVID SEIDNER
RICHARD DALE WOLFE
MICHAEL JON HEILBRONN
ANGELA MARIE LIBRIZZI

Other Offices

BLACKROCK INVESTMENT MANAGEMENT, LLC · PRINCETON, NJ
SONGBIRD CAPITAL, LLC · PRINCETON, NJ
J.P. MORGAN SECURITIES LLC · Princeton, NJ
SYSTEMATIC ALPHA INVESTMENTS, LLC · PRINCETON, NJ
PNC WEALTH MANAGEMENT LLC · PRINCETON, NJ
RBC CAPITAL MARKETS, LLC · Princeton, NJ
WATERMARK GROUP, INC. · PRINCETON, NJ
PRINCETON EQUITY GROUP · PRINCETON, NJ

More in Princeton, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor