Daniela De Castro Martins (CRD# 5762408) is an Investment Advisor Representative working at Mariner Wealth in Coral Gables, FL and has over 9 years of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 4396600
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Msec, LLC | Coral Gables, FL | Oct 2019 - Current | 4 |
| Mariner Wealth Advisors | Coral Gables, FL | Jul 2019 - Current | 4 |
| Unemployed | Miami, FL | Jan 2018 - Jun 2019 | 1 |
| Insight Securities, Inc. | Coral Gables, FL | Oct 2016 - Dec 2017 | 1 |
| Arbitrage Consulting LLC | Miami, FL | Jan 2015 - Sep 2016 | 1 |
| Ubs Financial Services Inc. | Coral Gables, FL | Feb 2010 - Oct 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2014 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- FL
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Total Assets Under Management81,107MILLIONS
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Total Number of Accounts132,567ACCOUNTS
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Average Account Value$611,818
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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