Morgan Stanley
47yrs
Top advisor by experience in New York
7yrs
Based in New York, New York, Daniel Ebert is a fiduciary financial advisor with 7 years of industry experience. Daniel joined Aire Advisors in 2026, after three years at Merrill and a year at Equitable Advisors. Aire Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and hourly fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office369 Lexington Avenue, 2nd Floor, New York, NY 10017
FirmAire Advisors
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$2.76 million
Advisors at the firm12
States licensed ?1 state
Services through Aire Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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
- Jan 2026 – nowAire Advisors, LLCCurrent firm
- 2022 – 2025MerrillPreviously
- Mar 2021 – Aug 2022Equitable Advisors, LLCPreviously
Contact Daniel
(310) 277-2473Firm headquarters in Beverly Hills, CA. Ask for Daniel. 369 Lexington Avenue, 2nd FloorNew York, NY 10017Office · Get directions Firm websitewww.aireadvisors.com
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Aire Advisors at (310) 277-2473 and ask for Daniel Ebert. Daniel works from the New York, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Daniel hold?
Series 63, Series 66. 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?
Aire Advisors reports being paid by a percentage of the assets they manage, hourly 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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