Daniela Asturias-RegueraCRD 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.
Financial Life Focus, LLC
Park Avenue Securities LLC
|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|
Total Assets Under Management13,382MILLIONS
Total Number of Accounts96ACCOUNTS
Average Account Value$139,400,646
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT, FL, NY
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