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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Daniel Bochnia Stapff
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
9 years in the financial services industry
Current & Past Employments
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Current Firm
ISF GLOBAL CAPITAL INC. | VELARIS WEALTH MANAGEMENT
Contact Information
Main Address
7981 Waterfield Avenue, Orlando, FL 32832Phone Number
(786) 657-1584# of Employees
4SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
112AUM (Assets Under Management)
$128,708,258Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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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Primary Firm SEC Registration
ISF GLOBAL CAPITAL INC. | VELARIS WEALTH MANAGEMENT
State Registrations and Notice Filings
(4/2/2026)
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 Bochnia Stapff's CRS (Customer Relationship Summary).
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