Daniel Dragone, financial advisor Miami Beach FL

Daniel Dragone

CRD Number: 6615920
Current Firm: Morgan Stanley

Daniel Dragone (CRD# 6615920) is an Investment Advisor Representative working at Morgan Stanley in Miami Beach, FL and has over 5 years of experience in the finance industry.

Similar Advisors
Mario Yngerto, financial advisor Miami Beach FL
Mario Yngerto
CRD# 1612984
Genesis Wealth Management, Inc.
Similar Advisors
Hans Abate, financial advisor Miami Beach FL
Hans A. Abate
CRD# 4563511
Efg Asset Management (americas) Corp.
Similar Advisors
Denise Abi-Fadel, financial advisor Miami Beach FL
Denise M. Abi-Fadel
CRD# 4396600
Mml Investors Services, LLC
Company Name Location Dates Years
Morgan Stanley Jersey City, NJ Sep 2023 - Current < 1
E*trade Securities LLC Jersey City, NJ Feb 2020 - Sep 2023 3
E*trade Capital Management LLC Jersey City, NJ Feb 2020 - Sep 2023 3
E*trade Capital Management LLC Jersey City, NJ Dec 2019 - Feb 2020 < 1
E*trade Securities LLC Jersey City, NJ Dec 2019 - Feb 2020 < 1
E*trade Capital Management LLC New York, NY Jun 2018 - Dec 2019 1
E*trade Securities LLC New York, NY Oct 2017 - Dec 2019 2
E*trade Securities LLC Menlo Park, CA May 2017 - Sep 2017 < 1
Aerotek Menlo Park, CA Jan 2016 - Apr 2017 1
New Bridges Sao Paulo, Jul 2013 - Jan 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2018
Contact Info for Daniel Dragone
Phone Number: 914-225-5510
Registered State(s):
  • FL
  • NJ
By the Numbers
  • Total Assets Under Management
    1,185,061
    MILLIONS
  • Total Number of Accounts
    2,233,188
    ACCOUNTS
  • Average Account Value
    $530,659
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.