Daniel Lugasi

VL CAPITAL MANAGEMENT LLC

Winter Park, FL

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CRD#: 5776589

Professional summary

Daniel Lugasi, who also goes by Daniel Meier Lugasi, is a registered financial advisor currently at VL CAPITAL MANAGEMENT LLC located in Winter Park, Florida.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Daniel has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Meier Lugasi

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.

SunGate Capital, private equity, 3300 University Blvd. Winter Park, FL, single-family office, contractor, contractor, Feb 2021, 80 hours, 2 hours, private company valuations

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Lugasi'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

October 6, 2014 - Present

VL CAPITAL MANAGEMENT LLC

RIA

CRD#: 171262

Winter Park, FL

Past

April 7, 2016 - April 27, 2017

VALUENGINE CAPITAL MANAGEMENT LLC

RIA

CRD#: 175004

ORLANDO, 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
(10/6/2014)

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

IAR

Series 65

Date: 7/21/2014

Uniform Investment Adviser Law Examination

Current Firm

VL CAPITAL MANAGEMENT LLC

CRD#: 171262 / SEC#:

Florida

Registered Investment Advisory firm - (10/6/2014 Approved)

New York

Registered Investment Advisory firm - (10/1/2021 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

Winter Park, FL

Mailing Address

Po Box 1494, Winter Park, FL 32790

Phone number

(407) 412-6298

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	10
AUM (Assets Under Management)	$ 5,000,000

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 Lugasi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

VL CAPITAL MANAGEMENT LLC

VALUENGINE CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/21/2014

Current Firm

VL CAPITAL MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VL CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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