Dannit Cohen Saporta (CRD# 7485996) is an Investment Advisor Representative working at Activest Wealth Management, LLC in Aventura, FL and has over 2 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Activest Wealth Management, LLC | Aventura, FL | May 2020 - Current | 4 |
| Norwegian Cruise Line Holdings | Miami, FL | Jul 2019 - May 2020 | < 1 |
| Flexfunds Etp | Miami, FL | May 2018 - May 2019 | 1 |
| University Of Miami | Miami, FL | Aug 2015 - May 2019 | 3 |
| Nationwide Lending Direct | Hollywood, FL | Feb 2018 - May 2018 | < 1 |
| Camner Tutoring Center At The University Of Miami | Coral Gables, FL | Sep 2016 - Jan 2018 | 1 |
| Not Applicable | Miami, FL | Dec 2011 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
- FL
-
Total Assets Under Management957MILLIONS
-
Total Number of Accounts1,181ACCOUNTS
-
Average Account Value$809,940
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
DE, FL, MA, NJ, NY, TX, VA
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