Daniel J. Johnedis

CRATUS CAPITAL

WEST PALM BEACH, FL

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CRD#: 2107074

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dan Johnedis | Daniel Johnedis

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

EDWARD JONES

CRD#: 250

AUSTIN, TX

Past

October 25, 2002 - March 31, 2004

WAYPOINT ADVISORS, LLC

RIA

CRD#: 115810

NORFOLK, VA

Past

May 18, 2001 - March 1, 2002

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/11/2016)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/6/2011

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 6/22/2011

General Securities Representative Examination

Current Firm

CRATUS CAPITAL, LLC

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

CRD#: 282648 / SEC#:

Florida

Registered Investment Advisory firm - (7/11/2016 Approved)

Georgia

Registered Investment Advisory firm - (6/3/2024 Terminated)

Massachusetts

Registered Investment Advisory firm - (4/10/2025 Terminated)

Texas

Registered Investment Advisory firm - (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).

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Contact information

Main Address

West Palm Beach, FL

Mailing Address

35560 Paseo Circulo East, Cathedral City, CA 92234

Phone number

(954) 554-5370

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	53
AUM (Assets Under Management)	$ 15,100,000

Red Flags

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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Daniel J. Johnedis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CRATUS CAPITAL, LLC

STRATEGIC WEALTH PARTNERS, LTD.

CHESAPEAKE WEALTH MANAGEMENT

EDWARD JONES

EDWARD JONES

WAYPOINT ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/6/2011

Series 7

Date: 6/22/2011

Current Firm

CRATUS CAPITAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CRATUS CAPITAL, LLC

TRUST BUT VERIFY

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