Daniel Joseph Galli

Current Employers

Employment History

• 06/2006 → Present
  Ameritas Investment Corp.
  Lincoln, NE
• 03/2000 → 06/2025
  Pfe Advisors, Inc.
  Southborough, MA
• 09/1986 → Present
  Daniel J Galli & Associates
  Norwell, MA
• 06/2006 → Present
  Ameritas Life Insurance
  Lincoln, NE
• 06/2002 → Present
  Boston University
  Boston, MA
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE
• 03/2022 → Present
  Djg Longwater Llc
  Norwell, MA
• 03/2000 → Present
  Goldman Sachs
  Southborough, MA

Previous Registrations

• 2007-10-18 → 2008-02-12
  Pfe Advisors, Inc.
  Southborough, MA
• 2003-04-05 → 2007-10-16
  Pfe Advisors, Llc
  Southborough, MA
• 2003-06-13 → 2006-06-30
  Carillon Investments, Inc.
  Norwell, MA
  Norwell, MA
• 2002-04-03 → 2003-06-02
  The Advisors Group, Inc.
  Rockland, MA

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * DANIEL J GALLI & ASSOCIATES; SAME AS BRANCH; INV REL; FINANCIAL PLANNING AND INVESTMENT ADVISORY ON A FEE BASIS AS WELL AS SALE OF FINANCIAL PRODUCTS; OWNER; START DATE=09/1986; HRS/MO=240; TRADING HRS/MO=160; FINANCIAL PLANNING AND INVESTMENT ADVISORY SERVICES AND FINANCIAL PRODUCT SALES * BOSTON UNIVERSITY; COMMONWEALTH AVE, BOSTON MA 02116; NON-INV REL; EDUCATION-CONDUCTING ONLINE EDUCATIONAL WEBINARS TO STUDENTS IN THE CERTIFICATE PROGRAM, UPDATE THE RETIREMENT PLANNING AND EMPLOYEE BENEFITS ONLINE FINANCIAL PLANNING COURSE OFFERED BY BOSTON UNIVERSITY; INSTRUCTOR AND GUEST LECTURER; START DATE=06/2002; HRS/MO=1; TRADING HRS/MO=0; TEACHING CFP CLASSES PERSONALLY AND ONLINE, UPDATING CFP WEBSITE MATERIAL FOR RETIREMENT PLANNING, UPDATING NEW MATERIAL BASED ON CHANGES IN THE REGULATIONS AND LAW * CONDO OWNERSHIP; SAME AS BRANCH; NON-INV REL; PURCHASED CONDO TO HOUSE MY ACTIVITIES AS A REGISTERED REPRESENTATIVE AND INVESTMENT ADVISOR; CONDO OWNER; START DATE=01/2005; HRS/MO=1; TRADING HRS/MO=1; NONE * DJG LONGWATER LLC; 101 LONGWATER CIRCLE SUITE 203, NORWELL, MA 02061; NON-INV REL; START DATE= 3/2022; HRS/MO=2; LLC HOLDING TWO CONDOMINIUMS SUITE 203 USED AS PLACE OF BUSINESS, SUITE 201 AS RENTAL PROPERTY * GOLDMAN SACHS; NON INV REL; 153 CORDAVILLE RD, SOUTHBOROUGH, MA, 01772; EDUCATIONAL WEBINARS; CONTRACTOR; START DATE=03/2000; HRS/MO=4; TRADING HRS/MO=4; PRESENT PROPRIETY EDUCATION WORKSHOPS TO EMPLOYEES OF CORPS THAT CONTRACT WITH GOLDMAN SACHS * Financial Planning Association; 1290 Broadway, Denver CO 80203; non-inv rel; membership organization for financial planners; President; start date=01/2025; hrs/mo=6; trading hrs/mo=4; manage monthly Board of Director's meetings, meet regularly to steer strategy for the organization, help plan conferences and meetings

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-29
• S63 Uniform Securities Agent State Law Examination
  1986-04-17

Designations

Other Names

• Dan Galli