Daniela Asturias-Reguera, financial advisor New York NY

Daniela Asturias-Reguera

CRD Number: 6844722
Current Firm: We Family Offices

Daniela Asturias-Reguera (CRD# 6844722) is an Investment Advisor Representative working at We Family Offices in New York, NY and has over 4 years of experience in the finance industry.

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Origin Financial
Company Name Location Dates Years
We Family Offices New York, NY Jun 2017 - Current 5
Boston College Boston, MA Sep 2013 - May 2017 3
We Family Offices New York, NY Jun 2016 - Aug 2016 < 1
Anthropologie Miami, FL May 2015 - Aug 2015 < 1
Fifty Rio Boutique Key Biscayne, FL Aug 2009 - Jun 2013 3
Carrollton School Of The Sacred Heart Miami, FL Aug 2007 - Jun 2013 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2017
Contact Info for Daniela M. Asturias-Reguera
Phone Number: 305-825-2225
Registered State(s):
  • FL
  • NY
By the Numbers
  • Total Assets Under Management
    13,382
    MILLIONS
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $139,400,646
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT, FL, NY

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