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Dayana Velasco

AVENTURA PRIVATE WEALTH
AVENTURA, FL 33180
Some features on this profile are disabled
CRD#: 5439386
DV

Professional summary

Dayana Velasco is a registered financial advisor currently at AVENTURA PRIVATE WEALTH, LLC located in Aventura, Florida.

Dayana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Dayana has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Dayana Velasco'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

January 8, 2026 - Present

AVENTURA PRIVATE WEALTH, LLC

Office #1: 19790 West Dixie Hwy Suite 805, Aventura, FL 33180
RIA
CRD#: 332630
AVENTURA, FL
Past

December 13, 2023 - December 22, 2025

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
BOCA RATON, FL
Past

December 13, 2023 - December 22, 2025

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
BOCA RATON, FL
Past

March 30, 2017 - December 10, 2023

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Miami, FL
Past

November 9, 2016 - December 10, 2023

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Miami, FL
Past

January 1, 2008 - December 16, 2011

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
DALLAS, TX

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".
AP
AVENTURA PRIVATE WEALTH, LLC
AVENTURA PRIVATE WEALTH, LLC

CRD#: 332630 / SEC#: 801-130986

RIA
Registered Investment Advisory firm - (8/23/2024 Approved)

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
(1/8/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/20/2017
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/29/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/9/2016
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/31/2007
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 2/25/2017
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 11/29/2016
General Securities Sales Supervisor - Options Module Examination

Current Firm

AP
AVENTURA PRIVATE WEALTH, LLC
AVENTURA PRIVATE WEALTH, LLC

CRD#: 332630 / SEC#: 801-130986

RIA
Registered Investment Advisory firm - (8/23/2024 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
19790 West Dixie Hwy Suite 805, Aventura, FL 33180
Mailing Address
Phone number
(305) 845-1937
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (4 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

AVENTURA PRIVATE WEALTH ADV PART 2A (3/11/2026)

Regulatory assets under management

Total Number of Accounts516
AUM (Assets Under Management)$ 374,802,190

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

AVENTURA PRIVATE WEALTH, LLC

CRD#: 332630Aventura, FL 33180

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