DA
CFP

Daniel Amaradio

39 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
121 advisors
Number of Clients
8,772 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$18.7B

Fee Structure

Minimum Investment:$250K

SEIA's fees are negotiable and can be a flat, tiered, or breakpoint rate, based on the client's objectives, plan complexity, and assets. Fees are payable quarterly in arrears. The firm also uses the AssetMark Platform, which has its own fee structure. For "Equity/Blended" portfolios, fees range from 0.90-1.50% for portfolios between $250,000 and $999,999, and are negotiable for portfolios above $10,000,000. For "Fixed-Income" portfolios, fees range from 0.45-1.00% for portfolios between $250,000 and $999,999, and are negotiable for portfolios above $10,000,000. SEIA also offers Signature Advisor Managed Portfolios (AMP) with fees up to 3.0% of AUM.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

120 Vantis Drive, Suite 440, Aliso Viejo, CA, 92656

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Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2001
Denied
Customer Dispute
June 2000
Settled
Customer Dispute
November 1999
Withdrawn
Other Business ActivitiesSells Insurance

Daniel is a licensed agent in California for the sale of fixed life and annuity products.

Employment History
Current Registrations
Seia
October 2025 - Present · 3 mos
Signature Estate Securities, LLC
October 2025 - Present · 3 mos
Signature Estate Securities, LLCBroker
October 2025 - Present · 3 mos
Select Money Management, INC.
February 2013 - Present · 12 yrs 11 mos
Previous Registrations
Select Money Management, INC.
March 2010 - December 2012 · 2 yrs 9 mos
Securities Equity GroupBroker
April 2000 - October 2025 · 25 yrs 6 mos
Securities Service Network, INC.Broker
May 1997 - April 2000 · 2 yrs 11 mos
Select Portfolio Management INC
February 1996 - October 2025 · 29 yrs 8 mos
Securities America, INC.Broker
November 1994 - May 1997 · 2 yrs 6 mos
Pruco Securities Corporation Broker
January 1991 - December 1994 · 3 yrs 11 mos
The Prudential Insurance Company of AmericaBroker
January 1991 - December 1993 · 2 yrs 11 mos
Coordinated Capital Securities of Wi INC. Broker
February 1987 - September 1988 · 1 yr 7 mos
Equico Securities, INC. Broker
January 1987 - January 1991 · 4 yrs
The Equitable Life Assurance Society of the United StatesBroker
November 1986 - January 1991 · 4 yrs 2 mos
State Registrations2 states
CATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.