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DR

Daniel Rosales

PREMIA GLOBAL ADVISORS
Coral Gables, FL 33134
CRD#: 5851473
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DR
Daniel RosalesPREMIA GLOBAL ADVISORS

Professional summary

Daniel Rosales, CIMA®, who also goes by Daniel Rosales Olazaval, is a registered financial advisor currently at PREMIA GLOBAL ADVISORS, LLC located in Coral Gables, Florida.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Daniel has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Daniel Rosales Olazaval

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 Daniel Rosales'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®
CIMA®

Certified Investment Management Analyst

Experience

Current

February 12, 2019 - Present

PREMIA GLOBAL ADVISORS, LLC

Office #1: 2600 South Douglas Road Suite 1103, Coral Gables, FL 33134
RIA
CRD#: 282426
Coral Gables, FL
Past

December 12, 2017 - July 12, 2018

EDWARD JONES

RIA
CRD#: 250
Coral Gables, FL
Past

December 11, 2017 - July 12, 2018

EDWARD JONES

BD
CRD#: 250
Coral Gables, FL
Past

June 5, 2012 - July 24, 2017

NATIXIS ADVISORS, LLC

RIA
CRD#: 106800
BOSTON, MA
Past

November 22, 2010 - July 24, 2017

NATIXIS DISTRIBUTION, LLC

BD
CRD#: 34754
BOSTON, MA

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".
PG
PREMIA GLOBAL ADVISORS, LLC
ALTRIAK WEALTH ADVISORS, LLC | PREMIA GLOBAL ADVISORS, LLC | PGW ADVISORS | PERMIA GLOBAL ADVISORS, LLC

CRD#: 282426 / SEC#: 801-107142

RIA
Registered Investment Advisory firm - (1/12/2016 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
(2/12/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/31/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/12/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/21/2010
General Securities Representative Examination

Current Firm

PG
PREMIA GLOBAL ADVISORS, LLC
ALTRIAK WEALTH ADVISORS, LLC | PREMIA GLOBAL ADVISORS, LLC | PGW ADVISORS | PERMIA GLOBAL ADVISORS, LLC

CRD#: 282426 / SEC#: 801-107142

RIA
Registered Investment Advisory firm - (1/12/2016 Approved)
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Contact information

Main Address
2600 South Douglas Road Suite 1103, Coral Gables, FL 33134
Mailing Address
Phone number
(786) 646-9140
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PREMIA GLOBAL ADVISORS, LLC FORM ADV PART 2A - FEBRUARY 21, 2025 (2/21/2025)

Regulatory assets under management

Total Number of Accounts57
AUM (Assets Under Management)$ 299,708,114

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

PREMIA GLOBAL ADVISORS, LLC

CRD#: 282426Coral Gables, FL 33134

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