Daniel Gentile, financial advisor Panama City

Daniel Gentile

CRD Number: 7543265
Current Firm: Actitrust Wealth Management LLC

Daniel Gentile (CRD# 7543265) is an Investment Advisor Representative working at Actitrust Wealth Management LLC in Panama City, and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Actitrust Wealth Management LLC Panama City, Apr 2022 - Current 2
Actiadvisors Corp Panama City, Feb 2020 - Current 4
Actitrust Wealth Management LLC Plantation, FL Oct 2019 - Current 4
Gts Y Asociados, S.c. Caracas, Oct 2017 - Apr 2021 3
Study Caracas, Apr 2012 - Sep 2017 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2022
Contact Info for Daniel M. Gentile
Phone Number: (754) 229-0051
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    120
    MILLIONS
  • Total Number of Accounts
    198
    ACCOUNTS
  • Average Account Value
    $604,944
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

FL, TX

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