Daniel Christopher Marro
CFAProfessional Summary
Daniel Christopher Marro, CFA, who also goes by Dan Marro, Daniel Marro, is a registered financial advisor currently at DEEP BLUE INVESTMENT ADVISORS located in Tampa, Florida. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Daniel has worked at 2 firms and has passed the Series 57TO, SIE, Series 55 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dan Marro, Daniel Marro
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
15 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
DEEP BLUE INVESTMENT ADVISORS | WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC | WERTZ CAPITAL MANAGEMENT GROUP, LLC | WATER WALKER INVESTMENTS
Contact Information
Main Address
4830 W. Kennedy Blvd. One Urban Centre - Suite 835, Tampa, FL 33609Mailing Address
P.o. Box 9691, Tampa, FL 33674Phone Number
(813) 238-4800# of Employees
20SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
33AUM (Assets Under Management)
$18,164,131,116Similar 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.
The advisor shows no other business activity.
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
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Primary Firm SEC Registration
DEEP BLUE INVESTMENT ADVISORS | WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC | WERTZ CAPITAL MANAGEMENT GROUP, LLC | WATER WALKER INVESTMENTS
State Registrations and Notice Filings
(2/28/2024)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Aug 2012Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Christopher Marro's CRS (Customer Relationship Summary).
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