St. Bernard Financial Services
46yrs
Top 1% by experience nationwide
39yrs
Daniel Kolber is a fiduciary financial advisor in Riverdale, Georgia, with 39 years in the industry. Daniel joined Intellivest Securities in 2008, a firm offering financial planning. Intellivest Securities reports being paid through hourly fees, subscription fees, and flat fees.
One of 3 advisors with offices in Riverdale, and one of 3 fiduciaries.
At a glance
Experience39 years (since 1987)
How that compares ?Top 5% by experience in Georgia
OfficeRiverdale, GA
How the firm is paid ?Hourly, Subscription, Flat fee
States licensed ?1 state
Services through Intellivest Securities
Financial planningNewsletters and publicationsSecurity ratings or pricing
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2008 – nowIntellivest Securities, Inc.Current firm
- 2008 – now
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Intellivest Securities at 678-595-9746 and ask for Daniel Kolber. Daniel works from the Riverdale, GA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1987, about 39 years. Top 5% by experience in Georgia.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Intellivest Securities reports being paid by hourly fees, subscription fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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