Dana M. Perez

MARIACA WEALTH MANAGEMENT

WELLINGTON, FL 33414

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CRD#: 5934784

Professional summary

Dana Marie Perez, CFP®, who also goes by Dana Marie Silva, is a registered financial advisor currently at MARIACA WEALTH MANAGEMENT, LLC located in Wellington, Florida.

Dana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Dana has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dana Marie Silva

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 Dana Marie Perez'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®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

August 16, 2013 - Present

MARIACA WEALTH MANAGEMENT, LLC

Office #1: 1200 Corporate Center Way Suite 204, Wellington, FL 33414

RIA

CRD#: 164001

WELLINGTON, FL

Past

August 20, 2012 - December 7, 2012

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

LAKE WORTH, FL

Past

November 28, 2011 - August 31, 2012

LPL FINANCIAL LLC

RIA

CRD#: 6413

JUPITER, FL

Past

November 25, 2011 - August 31, 2012

LPL FINANCIAL LLC

CRD#: 6413

JUPITER, FL

Past

September 16, 2011 - October 6, 2011

EDWARD JONES

RIA

CRD#: 250

W PALM BEACH, FL

Past

July 29, 2011 - October 6, 2011

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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".

MARIACA WEALTH MANAGEMENT, LLC

CRD#: 164001 / SEC#: 801-107298

RIA

Registered Investment Advisory firm - (2/25/2016 Approved)

Colorado

Registered Investment Advisory firm - (3/30/2016 Terminated)

Florida

Registered Investment Advisory firm - (3/17/2016 Terminated)

Georgia

Registered Investment Advisory firm - (3/17/2016 Terminated)

Illinois

Registered Investment Advisory firm - (2/25/2016 Terminated)

Massachusetts

Registered Investment Advisory firm - (3/17/2016 Terminated)

New York

Registered Investment Advisory firm - (3/17/2016 Terminated)

Texas

Registered Investment Advisory firm - (3/17/2016 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).

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
(8/16/2013)

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 66

Date: 9/12/2011

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/28/2011

General Securities Representative Examination

Current Firm

MARIACA WEALTH MANAGEMENT, LLC

CRD#: 164001 / SEC#: 801-107298

RIA

Registered Investment Advisory firm - (2/25/2016 Approved)

Colorado

Registered Investment Advisory firm - (3/30/2016 Terminated)

Florida

Registered Investment Advisory firm - (3/17/2016 Terminated)

Georgia

Registered Investment Advisory firm - (3/17/2016 Terminated)

Illinois

Registered Investment Advisory firm - (2/25/2016 Terminated)

Massachusetts

Registered Investment Advisory firm - (3/17/2016 Terminated)

New York

Registered Investment Advisory firm - (3/17/2016 Terminated)

Texas

Registered Investment Advisory firm - (3/17/2016 Terminated)

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Contact information

Main Address

1200 Corporate Center Way Suite 204, Wellington, FL 33414

Mailing Address

Phone number

(561) 650-8061

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARIACA WEALTH MANAGEMENT, LLC DISCLOSURE BROCHURE (5/7/2025)

Regulatory assets under management

Total Number of Accounts	648
AUM (Assets Under Management)	$ 205,171,804

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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Dana M. Perez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dana Marie Perez's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARIACA WEALTH MANAGEMENT, LLC

PURSHE KAPLAN STERLING INVESTMENTS

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

MARIACA WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/12/2011

Series 7

Date: 7/28/2011

Current Firm

MARIACA WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARIACA WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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