Daniel Robert Dame
Professional Summary
Daniel Robert Dame is a registered financial advisor currently at PMG WEALTH MANAGEMENT located in Cape Coral, Florida and LPL FINANCIAL LLC located in Cape Coral, Florida. Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Daniel has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
42 years in the financial services industry
Current & Past Employments
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Current Firm
PMG WEALTH MANAGEMENT | PMG WEALTH MANAGEMENT, INC.
Contact Information
Main Address
60 Landover Pkwy, Ste. D, Hawthorn Woods, IL 60047Phone Number
(847) 550-6100# of Employees
4SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
775AUM (Assets Under Management)
$198,347,444Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
PMG WEALTH MANAGEMENT | PMG WEALTH MANAGEMENT, INC.
State Registrations and Notice Filings
(11/17/2025)
(6/29/2015)
(10/6/2009)
(2/10/2017)
(9/24/2026)
(3/2/2017)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Oct 1985About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 1984About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Robert Dame's CRS (Customer Relationship Summary).
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