Daniel Rene Orona
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Daniel Rene Orona, Daniel R Orona, Danny R Orona
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Videos & Posts
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Contact Information
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Disclosures on record.
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Credentials
Years of Experience
20 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
STONEWEALTH ADVISORS, LLC
Contact Information
Main Address
121 Alhambra Plaza Suite 1000 Unit 66, Coral Gables, FL 33134Phone Number
(305) 615-1458# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
11AUM (Assets Under Management)
$5,057,541Similar 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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State Registrations and Notice Filings
(8/18/2020)
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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 Feb 2006About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Rene Orona's CRS (Customer Relationship Summary).
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