Daniel Keller, financial advisor Naples FL
93 score

Daniel Keller

CRD Number: 4531116
Current Firm: Luma Capital

Daniel Keller (CRD# 4531116) is an Investment Advisor Representative working at Luma Capital in Naples, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Luma Capital LLC Naples, FL Apr 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S65 NASAA Investment Advisors Law Examination Mar 2005
Contact Info for Daniel N. Keller
Phone Number: 239-659-2888
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    131
    MILLIONS
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $2,568,950
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based 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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

FL

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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