Danya M. Karram
BRILLIANT ADVICE
Cincinnati, OH 45236
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CRD#: 6298891
Professional summary
Danya Malak Karram, CFP®, who also goes by Danya Malak Olwan, is a registered financial advisor currently at BRILLIANT ADVICE, LLC located in Cincinnati, Ohio.
Danya is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Danya has worked at 2 firms and has passed the Series 65 exam.
Biography
Brilliant Advice is something different.
ALIGNING YOUR INVESTMENTS WITH YOUR IDEAL LIFE PLAN
It’s time for a refreshing change!
We believe in truth, trust and transparency – we will help you imagine, create and live your ideal life!
We offer fee only financial planning as well as comprehensive wealth management. Whether you are just starting out, mid-career or already retired, we have a plan that will fit your needs.
Contact me today and let's have a conversation!
Question & Answer
What are your service offerings?
Divorce Planning
Social Security Planning
Life Transitions
Retirement Planning
Tax Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
Divorce Planning
Financial Psychology/Coaching
Medical Professionals
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes
Aliases
Danya Malak Olwan
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.
MADA ASSOCIATIES - NON INVESTMENT RELATED, 10250 CARRIAGE TRAIL, CINCINNATI, OH, 45242; CONSULTING; PRESIDENT; START DATE: 2003; 5HRS PER MONTH ON WEEKENDS; BOOKKEEPING DUTIES
YMCA OF GREATER CINCINNATI - BOARD MEMBER, NON INVESTMENT RELATED, 2HRS PER MONTH.
UNIVERSITY OF CINCINNATI'S ECONOMIC CENTER - BOARD MEMBER, NON INVESTMENT RELATED, 2HRS PER MONTH.
UNIVERSITY OF CINCINNATI COLLEGE OF EDUCATION AND CRIMINAL JUSTICE - BOARD MEMBER, NON INVESTMENT RELATED, 2HRS PER MONTH.
CRS (Client Relationship Summary) - RIA
Click below to view Danya Malak Karram's 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®
Start date: 2018
Experience
Current
April 1, 2016 - Present
BRILLIANT ADVICE, LLC
Office #1: 8044 Montgomery Road Suite 700, Cincinnati, OH 45236RIA
CRD#: 282891
Cincinnati, OH
Past
June 4, 2014 - March 23, 2016
MADISON WEALTH MANAGEMENT
RIA
CRD#: 111728
CINCINNATI, OH
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".
BRILLIANT ADVICE, LLC
ASPIRING VENTURES, LLC | BRILLIANT ADVICE, LLC
CRD#: 282891 / SEC#: 801-131585
RIA
Registered Investment Advisory firm - (12/6/2024 Approved)Florida
Registered Investment Advisory firm - (12/11/2024 Terminated)Ohio
Registered Investment Advisory firm - (12/12/2024 Terminated)Texas
Registered Investment Advisory firm - (11/29/2023 Terminated)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(11/16/2023)
IAR
Ohio(4/1/2016)
Current Firm
BRILLIANT ADVICE, LLC
ASPIRING VENTURES, LLC | BRILLIANT ADVICE, LLC
CRD#: 282891 / SEC#: 801-131585
RIA
Registered Investment Advisory firm - (12/6/2024 Approved)Florida
Registered Investment Advisory firm - (12/11/2024 Terminated)Ohio
Registered Investment Advisory firm - (12/12/2024 Terminated)Texas
Registered Investment Advisory firm - (11/29/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8044 Montgomery Road Suite 700, Cincinnati, OH 45236
Mailing Address
Phone number
(513) 703-2100
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 354 |
| AUM (Assets Under Management) | $ 204,413,647 |
Red Flags
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Company Information
BRILLIANT ADVICE, LLC
CRD#: 282891Cincinnati, OH 45236TRUST BUT VERIFY
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