Daniela A. Pernia
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.
Daniela Alexandra Pernia, who also goes by Daniela A Horton, Daniela Alexandra Horton, Daniela Pernia, Daniela A Pernia-cortez, Daniela Alexandra Pernia-cortez, Daniela A Pernia, Daniela Alexand Pernia, Daniela Alexandra Pernia, Daniela Alexand Pernia Cortez, Daniela Alexandra Pernia Cortez, Daniela Pernia Cortez, Daniela Alexandra Watkins, Daniela Watkins, was a registered financial professional .
Daniela is a previously registered financial professional and started their career in finance in 2018. Daniela had worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 16, 2025 - July 29, 2026
DIGITAL WEALTH PARTNERS
October 9, 2024 - February 24, 2025
MORGAN STANLEY
October 9, 2024 - February 24, 2025
MORGAN STANLEY
February 2, 2024 - August 30, 2024
EQUITABLE ADVISORS, LLC
January 17, 2024 - August 30, 2024
EQUITABLE ADVISORS, LLC
October 25, 2021 - July 31, 2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
October 22, 2021 - July 31, 2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
March 18, 2019 - September 28, 2021
FIDELITY PERSONAL AND WORKPLACE ADVISORS
February 19, 2019 - September 23, 2021
FIDELITY BROKERAGE SERVICES LLC
June 7, 2018 - January 17, 2019
E*TRADE SECURITIES LLC
Primary Firm SEC Registration
DIGITAL WEALTH PARTNERS
CRD#: 328627 / SEC#: 801-129045
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
DIGITAL WEALTH PARTNERS
CRD#: 328627 / SEC#: 801-129045
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,398 |
| AUM (Assets Under Management) | $ 588,961,725 |
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.
