Daniel Lee Watnee
Professional Summary
Daniel Lee Watnee, who also goes by Dan Watnee, is a registered financial advisor currently at DESTRA CAPITAL ADVISORS LLC located in Mount Dora, Florida and DESTRA CAPITAL INVESTMENTS LLC located in Bozeman, Montana. Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Daniel has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dan Watnee
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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
21 years in the financial services industry
Current & Past Employments
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Current Firm
DESTRA ADVISORS LLC | DESTRACOM ADVISORS LLC | DESTRA CAPITAL ADVISORS LLC
Contact Information
Main Address
443 N. Willson Avenue, Bozeman, MT 59715Phone Number
(877) 855-3434# of Employees
12SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2AUM (Assets Under Management)
$463,846,135Similar Advisors
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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.
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Primary Firm SEC Registration
DESTRA ADVISORS LLC | DESTRACOM ADVISORS LLC | DESTRA CAPITAL ADVISORS LLC
State Registrations and Notice Filings
(11/1/2018)
(10/29/2021)
(3/20/2023)
(5/21/2018)
(1/8/2026)
(1/8/2026)
(1/8/2026)
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 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2005About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Lee Watnee's CRS (Customer Relationship Summary).
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