Daniel Alejandro Del Rio
Professional Summary
Daniel Alejandro Del Rio, who also goes by Daniel Del Rio, Danny Alejandro Del Rio, is a registered financial advisor currently at HIGHRISE WEALTH MANAGEMENT located in Miami, Florida. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Daniel has worked at 2 firms and has passed the Series 66, Series 7TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Daniel Del Rio, Danny Alejandro Del Rio
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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.
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Years of Experience
8 years in the financial services industry
Current & Past Employments
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Current Firm
HIGHRISE WEALTH MANAGEMENT | HIGHRISE WEALTH MANAGEMENT CORP
Contact Information
Main Address
9495 Sw 72 St. Unit 270b, Miami, FL 33173Phone Number
(786) 370-6125# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
135AUM (Assets Under Management)
$17,644,777Similar Advisors
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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.
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State Registrations and Notice Filings
(10/20/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Alejandro Del Rio's CRS (Customer Relationship Summary).
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