Daniel Da Ponte
CRD Number: 4351051Current Firm: Axis Wealth Partners, LLC
Compensation Model: Fee Only
Daniel Daponte (CRD# 4351051) is an Investment Advisor Representative and Founder, President + CCO at Axis Advisors, LLC in East Providence, RI and has over 17 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Axis Wealth Partners, LLC | East Providence, RI | Apr 2013 - Current | 11 |
| State Of Rhode Island | Providence, RI | Jan 1999 - Jan 2019 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2001 |
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Total Assets Under Management242MILLIONS
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Total Number of Accounts1,479ACCOUNTS
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Average Account Value$163,681
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, FL, MA, NH, RI
Axis Advisors, LLC is a Registered Investment Adviser. We offer fixed insurance products through our affiliated company, Axis Risk Management, LLC.
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