Daniel Bochnia Stapff
Professional summary
Daniel Bochnia Stapff, who also goes by Daniel Bochnia Stapff, is a registered financial advisor currently at BRASIL PLURAL INVESTMENT ADVISOR LLC located in Orlando, Florida and BRASIL PLURAL SECURITIES LLC located in New York, New York.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Daniel has worked at 4 firms and has passed the Series 65, Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Bochnia Stapff's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 7, 2024 - Present
BRASIL PLURAL INVESTMENT ADVISOR LLC
April 24, 2024 - Present
BRASIL PLURAL SECURITIES LLC
Office #1: 950 Third Avenue Suite 1702, New York, NY 10022December 20, 2017 - August 4, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 19, 2017 - August 4, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 30, 2017 - October 2, 2017
XP INVESTMENTS US, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/7/2024)
(4/24/2024)
(9/5/2025)
Exams
Series 7TO
Date: 3/30/2024
General Securities Representative ExaminationFINRA
Current Firm
BRASIL PLURAL INVESTMENT ADVISOR LLC
CRD#: 288563 / SEC#: 801-134618
Contact information
Regulatory assets under management
| Total Number of Accounts | 203 |
| AUM (Assets Under Management) | $ 104,577,869 |
Red Flags
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