DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Daniel Sylvester Liss
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Danny Liss
At current firm
1 y
since Sep 16, 2025
In the industry
13 y
since Aug 1, 2013 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Meeder Advisory Services, Inc. independent RIA currentsince Sep 16, 2025 · Dublin, Oh
- Cetera Investment Advisers LLC BD affiliatedJun 29, 2023 to Sep 4, 2025 · Columbus, Oh
- Cetera Advisor Networks LLC formerJan 30, 2023 to Jun 29, 2023 · El Segundo, Ca
- Meeder Advisory Services, Inc. independent RIADec 24, 2021 to Nov 29, 2022 · Dublin, Oh
Moves
a registration end followed by a registration begin elsewhere
- Cetera Investment Advisers LLC to Meeder Advisory Services, Inc.left Sep 4, 2025, registered Sep 16, 2025 (12 days) · Affiliated broker-dealer or bank to independent RIA
- Cetera Advisor Networks LLC to Cetera Investment Advisers LLCleft Jun 29, 2023, registered Jun 29, 2023 (0 days) · corporate re-registration, not a move
- Meeder Advisory Services, Inc. to Cetera Advisor Networks LLCleft Nov 29, 2022, registered Jan 30, 2023 (62 days) · RIA to affiliated broker-dealer or bank
Signals
- Daniel Sylvester Liss left Cetera Investment Advisers Llc for Meeder Advisory Services, Inc. (registered 2025-09-16)Sep 4, 2025 · Advisor changed firm · fact
- Daniel Sylvester Liss left Meeder Advisory Services, Inc. for Cetera Advisor Networks Llc (registered 2023-01-30)Nov 29, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address