Daniel Lopez, financial advisor Miami FL

Daniel Lopez

CRD Number: 3126446
Current Firm: Boston Private Wealth

Daniel Lopez (CRD# 3126446) is an Investment Advisor Representative working at Boston Private Wealth in Miami, FL and has over 22 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Boston Private Wealth LLC Miami, FL Dec 2019 - Current 1
Sira Capital Miami, FL Jun 2014 - Nov 2019 5
Self Employed Miami, FL Jun 2013 - Jun 2014 1
Bank Hapoalim Aventura, FL Mar 2011 - Jun 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1998
S66 NASAA Uniform Combined State Law Examination Aug 2010
Contact Info for Daniel O. Lopez
Phone Number: 617-223-0200
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    14,428
    MILLIONS
  • Total Number of Accounts
    13,951
    ACCOUNTS
  • Average Account Value
    $1,034,166
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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