Daniella Viete, financial advisor Coral Gables FL
96 score

Daniella Viete

CRD Number: 5992580
Current Firm: Maximai Investment Partners, LLC

Daniella Viete (CRD# 5992580) is an Investment Advisor Representative working at Maximai Investment Partners, LLC in Coral Gables, FL and has over 5 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Maximal Investment Partners, LLC Coral Gables, FL Sep 2016 - Current 1
Global Investor Services Miami, FL Sep 2016 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami, FL Aug 2012 - Sep 2016 4
Chase Investment Services Corp Chicago, IL Feb 2012 - Jul 2012 < 1
Merrill Lynch Miami, FL Jul 2011 - Jan 2012 < 1
Bank Of America Pembroke Pines, FL Oct 2010 - Jun 2011 < 1
In School Boca Raton, FL May 2007 - Oct 2010 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Daniella Viete
Phone Number: 786-332-6050
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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


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

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