Daniel C. Marro
Professional 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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Christopher Marro's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 28, 2024 - Present
DEEP BLUE INVESTMENT ADVISORS
Office #1: 5502 North Nebraska Ave, Tampa, FL 33604December 12, 2011 - January 18, 2024
RAYMOND JAMES & ASSOCIATES, INC.
Primary Firm SEC Registration
DEEP BLUE INVESTMENT ADVISORS
CRD#: 115344 / SEC#: 801-60690
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/28/2024)
Exams
Series 57TO
Date: 1/2/2023
Securities Trader ExamSeries 55
Date: 8/6/2012
Limited Representative-Equity Trader ExamCurrent Firm
DEEP BLUE INVESTMENT ADVISORS
CRD#: 115344 / SEC#: 801-60690
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 28 |
| AUM (Assets Under Management) | $ 15,712,739,940 |
Red Flags
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Company Information
DEEP BLUE INVESTMENT ADVISORS
CRD#: 115344Tampa, FL 33604TRUST BUT VERIFY
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