Daniella Sucato, financial advisor Wheaton IL
93 score

Daniella Sucato

CRD Number: 6083148
Current Firm: First Trust Advisors LP

Daniella Sucato (CRD# 6083148) is an Investment Advisor Representative working at First Trust Advisors LP in Wheaton, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
First Trust Portfolios LP Wheaton, IL May 2017 - Current 1
First Trust Advisors LP Wheaton, IL May 2017 - Current 1
Loyola University Of Chicago Chicago, IL Aug 2011 - Current 6
Bondwave Advisors Wheaton, IL Sep 2011 - Apr 2017 5
Planet Organic London, May 2011 - Jul 2011 < 1
Downtown Development Board Orlando, FL Jan 2011 - May 2011 < 1
New Hope For Kids Maitland, FL Jan 2011 - May 2011 < 1
University Of Central Florida Orlando, FL Jun 2007 - May 2011 3
Sosocial Business Networking Co Orlando, FL Aug 2009 - May 2010 < 1
Office Of Undergraduate Admissions Orlando, FL Aug 2007 - May 2008 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2012
S63 Uniform Securities State Law Examination Jun 2017
Contact Info for Daniella M. Sucato
Phone Number: 630-765-8000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    98,973
    MILLIONS
  • Total Number of Accounts
    3,655
    ACCOUNTS
  • Average Account Value
    $27,078,807
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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