Daniel
Gardiner

Fisher Investments

CRD#6554544
Investment Advisor
in Dublin, OH

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About this Advisor

Daniel Gardiner is a financial advisor based in Dublin, Ohio, working with Fisher Investments. Daniel has previously held positions at Andy Ottney Insurance Agency, State Farm Vp Management Corp, Nationwide Investment Services Corporation, Meeder Investment Management, Inc, Cetera Advisor Networks LLC, Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Investment Services LLC, First Allied Securities, Inc, Gardiners House Rentals LLC, Cetera Investment Advisers LLC, and Fisher Investments. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Ohio and Texas. Currently, Daniel is part of Fisher Investments, which operates out of Dublin, Ohio. The firm has 13 offices and 4,065 employees. Fisher Investments manages assets totaling $298.7 billion and serves both charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Fisher Investments includes asset-based and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Dublin, OH

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Fisher Investments Brokerage Details

Total Assets Under Management

$298,729,428,900

OH Average: $3,042,739,679
Total Number of Employees

4,065

OH Average: 49
Total Number of Accounts

360,116

OH Average: 2,315
Average Account Size

$829,537

OH Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Daniel Gardiner Work History

2025 - Present (0 year)

Fisher Investments

2023 - Present (2 years)

Cetera Investment Advisers LLC

2022 - Present (3 years)

Cetera Advisor Networks LLC

2022 - Present (3 years)

Cetera Advisors LLC

2022 - Present (3 years)

Cetera Financial Specialists LLC

2022 - Present (3 years)

Cetera Investment Services LLC

2021 - Present (4 years)

Gardiners House Rentals LLC

2022 - 2022 (< 1 year)

First Allied Securities, Inc

2017 - 2022 (5 years)

Meeder Investment Management, Inc

2016 - 2016 (< 1 year)

Nationwide Investment Services Corporation

2015 - 2015 (< 1 year)

State Farm Vp Management Corp

2015 - 2016 (1 year)

Nationwide Investment Services Corporation

2013 - 2015 (2 years)

Andy Ottney Insurance Agency

Disclosures

Please visit the SEC profile of Daniel Gardiner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fisher Investments

James Stolze
Plano, TX
Peyton Harris
Plano, TX
Scott Vosler
Plano, TX
Tyler St. Amand
Plano, TX
James Szpak
Plano, TX
Conner Scott
Plano, TX
Robert Serrano
Tampa, FL
Ray Montalvo
Tampa, FL

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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