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DA

Daniel D. Antonelli

EVERSTAR ASSET MANAGEMENT
MOORESVILLE, NC 28117
Some features on this profile are disabled
CRD#: 4633158
DA

Professional summary

Daniel D Antonelli, who also goes by Daniel Dominick Antonelli, is a registered financial advisor currently at EVERSTAR ASSET MANAGEMENT, LLC located in Mooresville, North Carolina.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Daniel has worked at 3 firms and has passed the Series 63, Series 57TO, SIE, Series 7, Series 10 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Daniel Dominick Antonelli

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 D Antonelli's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 4, 2025 - Present

EVERSTAR ASSET MANAGEMENT, LLC

Office #1: 108 Gateway Blvd. Suite 204, Mooresville, NC 28117
RIA
CRD#: 313334
MOORESVILLE, NC
Past

October 1, 2008 - February 8, 2022

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

March 10, 2003 - October 1, 2008

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EA
EVERSTAR ASSET MANAGEMENT, LLC
EVERSTAR ASSET MANAGEMENT, LLC

CRD#: 313334 / SEC#: 801-128838

RIA
Registered Investment Advisory firm - (10/6/2023 Approved)
Iowa
Registered Investment Advisory firm - (10/19/2023 Terminated)
Ohio
Registered Investment Advisory firm - (10/19/2023 Terminated)

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
North Carolina
(11/4/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 3/11/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/6/2003
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/4/2009
General Securities Principal Examination

Current Firm

EA
EVERSTAR ASSET MANAGEMENT, LLC
EVERSTAR ASSET MANAGEMENT, LLC

CRD#: 313334 / SEC#: 801-128838

RIA
Registered Investment Advisory firm - (10/6/2023 Approved)
Iowa
Registered Investment Advisory firm - (10/19/2023 Terminated)
Ohio
Registered Investment Advisory firm - (10/19/2023 Terminated)
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Contact information

Main Address
108 Gateway Blvd. Suite 204, Mooresville, NC 28117
Mailing Address
Phone number
(440) 376-1629
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EVERSTAR ASSET MANAGEMENT, LLC - ADV PART 2A BROCHURE (7/11/2025)

Regulatory assets under management

Total Number of Accounts1,091
AUM (Assets Under Management)$ 311,456,457

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/01/2022
Cover Page
Report

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.

Company Information

EVERSTAR ASSET MANAGEMENT, LLC

CRD#: 313334Mooresville, NC 28117

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