Daniella Viete, financial advisor Coral Gables FL

Daniella Viete

CRD Number: 5992580
Current Firm: Maximai Investment Partners, LLC

Daniella Viete (CRD# 5992580) is an Investment Advisor Representative working at Maximai Investment Partners, LLC in Coral Gables, FL and has over 11 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Maximai Investment Partners, LLC Coral Gables, FL Sep 2016 - Current 7
Insigneo Securities Miami, FL Sep 2016 - Dec 2019 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami, FL Aug 2012 - Sep 2016 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Daniella Viete
Phone Number: 786-332-6050
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    494
    MILLIONS
  • Total Number of Accounts
    991
    ACCOUNTS
  • Average Account Value
    $498,184
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

FL

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