Danielle Miles, financial advisor Tavares FL
89 score

Danielle Miles

CRD Number: 6221821
Current Firm: Ruggie Wealth Management

Danielle Miles (CRD# 6221821) is an Investment Advisor Representative working at Ruggie Wealth Management in Tavares, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Rwm Asset Management Tavares, FL Jan 2015 - Current 1
Purshe Kaplan Sterling Investments Albany, NY Jul 2013 - Current 3
Ruggie Wealth Management Tavares, FL May 2013 - Current 3
Powerone Tavares, FL Nov 2011 - May 2013 1
Haystax Restaurant Eustis, FL Sep 2011 - May 2013 1
Full Time Education Eustis, FL Aug 2010 - Sep 2011 1
Wells Fargo Eustis, FL Oct 2009 - Aug 2010 < 1
Trust Co Bank Leesburg, FL Jan 2008 - Oct 2009 1
Remax Lake Mary, FL Jan 2007 - Dec 2007 < 1
Sonnys Restaurant Eustis, FL May 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for Danielle E. Miles
Phone Number: 352-343-2700
Firm Website: http://www.rw-direct.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    328
    MILLIONS
  • Total Number of Accounts
    1,840
    ACCOUNTS
  • Average Account Value
    $178,283
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AZ, CA, FL, GA, LA, MD, MN, NC, NH, OH, PA, TN

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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