Daniel Bochnia Stapff
Professional summary
Daniel Bochnia Stapff, who also goes by Daniel Bochnia Stapff, is a registered financial advisor currently at VELARIS WEALTH MANAGEMENT located in Orlando, Florida.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Daniel has worked at 5 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
April 2, 2026 - Present
VELARIS WEALTH MANAGEMENT
Office #1: 7981 Waterfield Avenue, Orlando, FL 32832April 24, 2024 - April 21, 2026
BRASIL PLURAL SECURITIES LLC
March 7, 2024 - April 21, 2026
BRASIL PLURAL INVESTMENT ADVISOR LLC
December 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.
Highlighted states indicate IAR registrations
(4/2/2026)
Exams
Series 7TO
Date: 3/30/2024
General Securities Representative ExaminationCurrent Firm
VELARIS WEALTH MANAGEMENT
CRD#: 340592 / SEC#: 801-135459
Contact information
SEC notice filing (1 States and Territories)
Red Flags
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