Danial Fereydani

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

• 01/2009 → Present
  Pendo Insurance Services
  Beverly Hills, CA
• 06/2015 → 12/2016
  Global Financial Private Capital, Llc
  Sarasota, FL
• 12/2016 → 03/2025
  Ae Wealth Management, Llc
  Topeka, KS
• 08/2026 → Present
  Ae Wealth Management, Llc
  Topeka, KS

Previous Registrations

• 2016-12-01 → 2025-03-17
  Ae Wealth Management, Llc
  Beverly Hills, CA
  Beverly Hills, CA
• 2015-06-26 → 2016-12-01
  Global Financial Private Capital, Inc.
  Beverly Hills, CA
  Sarasota, FL

Other Businesses

Pendo Insurance Services; Yes, Investment Related; 1115 Wallace Ridge, Beverly Hills, CA 90210; Insurance Sales; CEO; Start Date 01/2009; Approx. 160 hours a month; Approx. 160 hours during trading; Insurance Sales and Services.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-06-01