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Daniel Joseph Johnedis Jr

CRATUS CAPITAL
WEST PALM BEACH, FL
·CRD# 2107074·17 years experience

Professional Summary

Daniel Joseph Johnedis JR, who also goes by Dan Johnedis, Daniel Johnedis, is a registered financial advisor currently at CRATUS CAPITAL, LLC located in West Palm Beach, Florida. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Daniel has worked at 6 firms and has passed the Series 66 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Dan Johnedis, Daniel Johnedis

Blog Corner

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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.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

17 years in the financial services industry

Current & Past Employments

CRATUS CAPITAL, LLC·CRD# 282648
RIA
West Palm Beach, FL
May 11, 2016 - Present
STRATEGIC WEALTH PARTNERS, LTD.·CRD# 148586
RIA
Independence, OH
August 12, 2015 - February 17, 2016
CHESAPEAKE WEALTH MANAGEMENT·CRD# 108039
RIA
Williamsburg, VA
August 15, 2013 - December 3, 2013
EDWARD JONES·CRD# 250
RIA
Austin, TX
August 5, 2011 - August 30, 2011
EDWARD JONES·CRD# 250
BD
Austin, TX
June 24, 2011 - August 30, 2011
WAYPOINT ADVISORS, LLC·CRD# 115810
RIA
Norfolk, VA
October 25, 2002 - March 31, 2004
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
New York, NY
May 18, 2001 - March 1, 2002

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Current Firm

CC
CRATUS CAPITAL, LLC

CRATUS CAPITAL, LLC | JOHNEDIS JR., DANIEL J.

CRD#: 282648
Florida
Registered Investment Advisory firm - Florida (7/11/2016 Approved)
Georgia
Registered Investment Advisory firm - Georgia (6/3/2024 Terminated)
Massachusetts
Registered Investment Advisory firm - Massachusetts (4/10/2025 Terminated)
Texas
Registered Investment Advisory firm - Texas (6/25/2024 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

West Palm Beach, FL

Mailing Address

35560 Paseo Circulo East, Cathedral City, CA 92234

Phone Number

(954) 554-5370

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

53

AUM (Assets Under Management)

$15,100,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jul 2011About the Series 66 exam

Series 7 — General Securities Representative Examination

Passed Jun 2011About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Daniel Joseph Johnedis JR's CRS (Customer Relationship Summary).

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