DM
Daniel Marc Alberth
CRD 3005947
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Athena Advisor Services, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Athena Advisor Services, Llc
Managing Member · 10% – 25% · Apr 2015
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗