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Daniela Medolla

CRD# 4548264·Registered 2002 - 2023
Previously Registered: Being a previously registered professional could mean that Daniela is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Daniela Medolla, who also goes by Daniela Medolla Degrandi, was a registered financial advisor. Daniela was a previously registered financial professional and started their career in finance 2002 - 2023. Daniela had worked at 2 firms.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Daniela Medolla Degrandi

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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

8 years in the financial services industry

Current & Past Employments

ACP SECURITIES, LLC·CRD# 139049
BD
Miami, FL
June 13, 2016 - March 24, 2023
INSIGNEO INTERNATIONAL FINANCIAL SERVICES LLC·CRD# 17053
BD
San Juan, PR
June 28, 2002 - November 18, 2003

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Current Firm

AS
ACP SECURITIES, LLC

ACP SECURITIES, LLC

CRD#: 139049 / SEC#: 8-67185
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

1200 Brickell Avenue Suite 1700, Miami, FL 33131

Mailing Address

1200 Brickell Avenue Suite 1700, Miami, FL 33131

Phone Number

(305) 670-4180

Established

Florida since 11/04/2005

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (16 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ACP CAPITAL HOLDINGS, LLCSHAREHOLDER—
ANDREWS, MICHAEL ALANCHIEF COMPLIANCE OFFICER6227932
ENDERE, ESTEBANCHIEF EXECUTIVE OFFICER4708937
GILMAN, ROBERT CRAIGFINOP1738412

Disclosures

Regulatory Event

4

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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.

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.

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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