Daniel Lugasi (CRD# 5776589) is an Investment Advisor Representative working at Vl Capital Management LLC in Winter Park, FL and has over 9 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sungate Capital, LLC | Winter Park, FL | Feb 2021 - Current | 3 |
| Vl Capital Management LLC | Orlando, FL | Sep 2013 - Current | 10 |
| Business Valuation Analysts, LLC | Orlando, FL | Apr 2019 - Jun 2021 | 2 |
| Atlantic Strategic Insights | New York, NY | Jan 2020 - Dec 2020 | < 1 |
| Valuengine Capital Management, LLC | Melbourne, FL | Nov 2015 - Apr 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2014 |
- FL
-
Total Assets Under Management4MILLIONS
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$410,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
FL
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