Daniel R. Orona

STONEWEALTH ADVISORS

Coral Gables, FL 33134

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CRD#: 5089596

Professional summary

Daniel Rene Orona, CFP®, who also goes by Daniel R Orona, Danny R Orona, is a registered financial advisor currently at STONEWEALTH ADVISORS, LLC located in Coral Gables, Florida.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Daniel has worked at 4 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel R Orona | Danny R Orona

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.

Mr. Orona is also the President of Orona & Associates, P.A. (01/2014- Present), 11430 SW 153 Ave Miami, Florida which provides accounting and tax services. It is non-investment related and he spends approximately six hours per month on this business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Rene Orona's 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®

CFP^®

Certified Financial Planner

Experience

Current

August 18, 2020 - Present

STONEWEALTH ADVISORS, LLC

Office #1: 300 Sevilla Ave Suite 205, Coral Gables, FL 33134

RIA

CRD#: 293600

Coral Gables, FL

Past

May 30, 2012 - July 18, 2017

MILLARES ASSET MANAGEMENT, LLC

RIA

CRD#: 144620

CORAL GABLES, FL

Past

May 29, 2007 - December 23, 2008

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

DORAL, FL

Past

February 8, 2006 - May 29, 2007

CITICORP INVESTMENT SERVICES

CRD#: 23988

MIAMI, FL

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
(8/18/2020)

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

Series 63

Date: 2/17/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 2/7/2006

Investment Company Products/Variable Contracts Representative Examination

Current Firm

STONEWEALTH ADVISORS, LLC

CRD#: 293600 / SEC#:

Florida

Registered Investment Advisory firm - (5/30/2018 Approved)

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Contact information

Main Address

300 Sevilla Ave Suite 205, Coral Gables, FL 33134

Mailing Address

Phone number

(305) 615-1458

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 3,251,399

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 R. Orona

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Rene Orona's CRS (Customer Relationship Summary).

Certified licenses

Experience

STONEWEALTH ADVISORS, LLC

MILLARES ASSET MANAGEMENT, LLC

CITIGROUP GLOBAL MARKETS INC.

CITICORP INVESTMENT SERVICES

State Registrations and Notice Filings

Exams

Series 63

Date: 2/17/2006

Series 6

Date: 2/7/2006

Current Firm

STONEWEALTH ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

STONEWEALTH ADVISORS, LLC

TRUST BUT VERIFY

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