Donald M. Daniels

DANIELS D'AMELIO INVESTMENT MANAGEMENT GROUP

Jupiter, FL 33477

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CRD#: 6675640

Professional summary

Donald Michael Daniels II, who also goes by Donald M Daniels, is a registered financial advisor currently at DANIELS D'AMELIO INVESTMENT MANAGEMENT GROUP, LLC located in Jupiter, Florida.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Donald has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Donald M Daniels

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 Donald Michael Daniels II'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®

None

Experience

Current

June 25, 2019 - Present

DANIELS D'AMELIO INVESTMENT MANAGEMENT GROUP, LLC

Office #1: 1080 E. Indiantown Road Suite 200, Jupiter, FL 33477

RIA

CRD#: 301456

Jupiter, FL

Past

October 17, 2016 - April 11, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

JUPITER, FL

Past

August 25, 2016 - April 11, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

JUPITER, FL

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
(6/25/2019)

IAR

Maine
(8/21/2019)

IAR

New Hampshire
(5/13/2025)

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: 10/13/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/25/2016

General Securities Representative Examination

Current Firm

DANIELS D'AMELIO INVESTMENT MANAGEMENT GROUP, LLC

CRD#: 301456 / SEC#: 801-115057

RIA

Registered Investment Advisory firm - (4/30/2020 Terminated)

Florida

Registered Investment Advisory firm - (1/23/2020 Approved)

Maine

Registered Investment Advisory firm - (1/24/2020 Approved)

New Hampshire

Registered Investment Advisory firm - (2/13/2020 Approved)

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).

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Contact information

Main Address

1080 E. Indiantown Road Suite 200, Jupiter, FL 33477

Mailing Address

Phone number

(561) 972-7797

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	150
AUM (Assets Under Management)	$ 45,296,173

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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Donald M. Daniels

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Michael Daniels II's CRS (Customer Relationship Summary).

Certified licenses

Experience

DANIELS D'AMELIO INVESTMENT MANAGEMENT GROUP, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 10/13/2016

SIE

Date: 10/1/2018

Series 7

Date: 8/25/2016

Current Firm

DANIELS D'AMELIO INVESTMENT MANAGEMENT GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DANIELS D'AMELIO INVESTMENT MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

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