Daniel Ebert
advicer.bio/danebert

Daniel Ebert

Vice President, Wealth Advisor

Verified advisor · CRD 6975074

Wealth Advisor to bankers and industrial sales leaders

Niche
Bankers and Industrial Sales Leaders
Listed in People
What I'm working on
Updated Oct 3, 2026

Wealth Management, building AIRE Advisors’ NYC presence

Intro video

Meet Daniel

Vice President, Wealth Advisor

4
Tools in my stack
Wealthscape (Fidelity)
Custodial Platform
Charles Schwab
Custodial Platform
iCapital
Alternatives
Advyzon
Planning Light, Performance Reporting, Trading/Rebalancing +10 more
0
Events coming up
0
Books, pods, letters
0
Things I'm open to
Connect with me on LinkedIn
LinkedIn followers
3,155
+20 since Oct 2026