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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)13 years in industry

Daniel Sylvester Liss

Advisor at MEEDER ADVISORY SERVICES, INC.

DUBLIN, OH

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Search this name across graphsid dfx:ria:db4af6dc-c11a-da36-9880-34e68ffb7363

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Dec 24, 2021 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MEEDER ADVISORY SERVICES, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S66
First exam: Dec 23, 2021
First registration: Dec 24, 2021
Dual registered: yes, broker-dealer
Other names: DANNY LISS
IAPD individual key: 7440611

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MEEDER ADVISORY SERVICES, INC.	Independent wealth	Sep 16, 2025	n/a	yes	DUBLIN, OH	Current employment
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Jun 29, 2023	Sep 4, 2025	no	COLUMBUS, OH\|Columbus, OH	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Jan 30, 2023	Jun 29, 2023	no	EL SEGUNDO, CA\|COLUMBUS, OH\|Columbus, OH	Previous registration
MEEDER ADVISORY SERVICES, INC.	Independent wealth	Dec 24, 2021	Nov 29, 2022	no	DUBLIN, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CETERA INVESTMENT ADVISERS LLC	MEEDER ADVISORY SERVICES, INC.	Sep 4, 2025	Sep 16, 2025	12	Firm change	Ibd to RIA
CETERA ADVISOR NETWORKS LLC	CETERA INVESTMENT ADVISERS LLC	Jun 29, 2023	Jun 29, 2023	0	Bulk transfer	Ibd to ibd
MEEDER ADVISORY SERVICES, INC.	CETERA ADVISOR NETWORKS LLC	Nov 29, 2022	Jan 30, 2023	62	Firm change	RIA to ibd

Relationships

Registered with (3)

→ MEEDER ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Dec 24, 2021 to Nov 29, 2022factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Jun 29, 2023 to Sep 4, 2025factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Jan 30, 2023 to Jun 29, 2023factForm ADV

Dated events

Occurred
Sep 4, 2025
Advisor changed firm
Daniel Sylvester Liss left Cetera Investment Advisers Llc for Meeder Advisory Services, Inc. (registered 2025-09-16)
Form ADVobserved 4 days ago
Occurred
Nov 29, 2022
Advisor changed firm
Daniel Sylvester Liss left Meeder Advisory Services, Inc. for Cetera Advisor Networks Llc (registered 2023-01-30)
Form ADVobserved 4 days ago