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Dan Galli

In PWD coverage since August 14, 2026 · 1 story
Career record
currentIAAMERITAS INVESTMENT COMPANY, LLC
currentIAAMERITAS ADVISORY SERVICES, LLC
PWD coverage
RIA

Former SSA analyst wins award for Social Security claiming study

The research quantifies the complexity of spousal Social Security claiming strategies.
THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.