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Daniel E. Villegas

Some features on this profile are disabled
CRD#: 6066138
DV

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Daniel Eduardo Villegas was a registered financial professional .

Daniel is a previously registered financial professional and started their career in finance in 2012. Daniel had worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

April 4, 2018 - August 17, 2018

DARWIN WEALTH MANAGEMENT

RIA
CRD#: 166585
LARGO, FL
Past

August 2, 2016 - July 13, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
DUNEDIN, FL
Past

July 29, 2016 - July 13, 2017

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
DUNEDIN, FL
Past

November 24, 2014 - August 3, 2016

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
CLEARWATER, FL
Past

November 20, 2014 - August 3, 2016

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
CLEARWATER, FL
Past

May 21, 2013 - November 6, 2014

MORGAN STANLEY

RIA
CRD#: 149777
CLEARWATER, FL
Past

May 16, 2013 - November 6, 2014

MORGAN STANLEY

BD
CRD#: 149777
CLEARWATER, FL
Past

December 5, 2012 - February 25, 2013

MORGAN STANLEY

BD
CRD#: 149777
CLEARWATER, FL
Past

July 10, 2012 - October 4, 2012

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
CLEARWATER, FL

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".
DARWIN WEALTH MANAGEMENT
DARWIN WEALTH MANAGEMENT
DARWIN ADVISORS, LLC | HARWOOD FINANCIAL GROUP | HARWOOD ADVISORY GROUP, LLC | DARWIN WEALTH MANAGEMENT, LLC | DARWIN WEALTH MANAGEMENT

CRD#: 166585 / SEC#: 801-80103

RIA
Registered Investment Advisory firm - (7/30/2014 Approved)
Florida
Registered Investment Advisory firm - (8/14/2014 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/12/2013
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/14/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/13/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/3/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/9/2012
Investment Company Products/Variable Contracts Representative Examination

Current Firm

DARWIN WEALTH MANAGEMENT
DARWIN WEALTH MANAGEMENT
DARWIN ADVISORS, LLC | HARWOOD FINANCIAL GROUP | HARWOOD ADVISORY GROUP, LLC | DARWIN WEALTH MANAGEMENT, LLC | DARWIN WEALTH MANAGEMENT

CRD#: 166585 / SEC#: 801-80103

RIA
Registered Investment Advisory firm - (7/30/2014 Approved)
Florida
Registered Investment Advisory firm - (8/14/2014 Terminated)
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Contact information

Main Address
4601 W North A Street, Tampa, FL 33609-1909
Mailing Address
Phone number
(813) 579-4074
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (19 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/17/2025)

Regulatory assets under management

Total Number of Accounts2,650
AUM (Assets Under Management)$ 617,322,592

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

DARWIN WEALTH MANAGEMENT

DARWIN WEALTH MANAGEMENT

CRD#: 166585

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