Daniel Eduardo Villegas
Professional Summary
Daniel Eduardo Villegas was a registered financial advisor. Daniel was a previously registered financial professional and started their career in finance 2012 - 2018. Daniel had worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
14 years in the financial services industry
Current & Past Employments
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Current Firm
DARWIN ADVISORS, LLC | HARWOOD FINANCIAL GROUP | HARWOOD ADVISORY GROUP, LLC | DARWIN WEALTH MANAGEMENT, LLC | DARWIN WEALTH MANAGEMENT
Contact Information
Main Address
4601 W North A Street, Tampa, FL 33609-1909Phone Number
(813) 579-4074# of Employees
10SEC notice filing (19 States and Territories)
Registered to provide investment advisory services in 19 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
5,725AUM (Assets Under Management)
$717,756,415Similar 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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Primary Firm SEC Registration
DARWIN ADVISORS, LLC | HARWOOD FINANCIAL GROUP | HARWOOD ADVISORY GROUP, LLC | DARWIN WEALTH MANAGEMENT, LLC | DARWIN WEALTH MANAGEMENT
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 2012About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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