Danny L. Worrell

PONTE VEDRA WEALTH, P.A.

PONTE VEDRA BEACH, FL 32082

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CRD#: 5229545

Professional summary

Danny Lee Worrell MR., who also goes by Danny Lee Worrell, is a registered financial advisor currently at PONTE VEDRA WEALTH, P.A. located in Ponte Vedra Beach, Florida.

Danny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Danny has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Danny Lee Worrell

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 Danny Lee Worrell MR.'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®

None

Experience

Current

August 9, 1999 - Present

PONTE VEDRA WEALTH, P.A.

Office #1: 818 A1a N., Ste. 100, Ponte Vedra Beach, FL 32082

RIA

CRD#: 142080

PONTE VEDRA BEACH, 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
(8/9/1999)

IAR

Georgia
(11/1/2023)

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

Current Firm

PONTE VEDRA WEALTH, P.A.

PONTE VEDRA WEALTH | RW WEALTH | RINGEISEN & WORRELL, P.A. | RINGEISEN & WORRELL | PONTE VEDRA WEALTH, P.A.

CRD#: 142080 / SEC#:

Florida

Registered Investment Advisory firm - (8/9/1999 Approved)

Georgia

Registered Investment Advisory firm - (11/1/2023 Approved)

Louisiana

Registered Investment Advisory firm - (2/28/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

818 A1a N., Ste. 100, Ponte Vedra Beach, FL 32082

Mailing Address

Phone number

(904) 280-0771

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	331
AUM (Assets Under Management)	$ 76,143,128

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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Firm Stability Insights

Danny L. Worrell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danny Lee Worrell MR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

PONTE VEDRA WEALTH, P.A.

State Registrations and Notice Filings

Exams

Current Firm

PONTE VEDRA WEALTH, P.A.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PONTE VEDRA WEALTH, P.A.

TRUST BUT VERIFY

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