Daniel Johnedis (CRD# 2107074) is an Investment Advisor Representative working at Cratus Capital, LLC in Punta Gorda, FL and has over 12 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cratus Capital LLC | Punta Gorda, FL | Oct 2015 - Current | 8 |
| Florida Atlantic University | Boca Raton, FL | Sep 2015 - May 2020 | 4 |
| Strategic Wealth Partners | Independence, OH | Jul 2015 - Sep 2015 | < 1 |
| Cratus Capital LLC | Savannah, GA | Apr 2015 - Jun 2015 | < 1 |
| Cratus Capital LLC | Raleigh, NC | Feb 2014 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2011 |
- FL
- GA
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts67ACCOUNTS
-
Average Account Value$258,209
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, GA, TX
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