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Daniela A. Munoz

ATLANTIC FAMILY WEALTH
Coral Gables, FL 33143
Some features on this profile are disabled
CRD#: 7017117
DM

Professional summary

Daniela Alexandra Munoz, who also goes by Daniela Munoz, Daniela Alexandra Munoz Giffoni, Daniela Alexandra Munozgiffoni, is a registered financial advisor currently at ATLANTIC FAMILY WEALTH, LLC located in Coral Gables, Florida and LPL FINANCIAL LLC located in Coral Gables, Florida.

Daniela is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Daniela has worked at 4 firms and has passed the Series 66, Series 7TO, Series 99TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Daniela Munoz | Daniela Alexandra Munoz Giffoni | Daniela Alexandra Munozgiffoni

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 Daniela Alexandra Munoz's CRS (Customer Relationship Summary).
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

April 28, 2026 - Present

ATLANTIC FAMILY WEALTH, LLC

Office #1: 6705 S Red Road Suite 604, Coral Gables, FL 33143
RIA
CRD#: 171062
Coral Gables, FL
Current

July 15, 2025 - Present

LPL FINANCIAL LLC

Office #1: 6705 S Red Road, Suite 604, Coral Gables, FL 33143
RIA
BD
CRD#: 6413
Coral Gables, FL
Past

October 19, 2022 - June 25, 2025

STONEX FINANCIAL INC.

BD
CRD#: 45993
MIAMI, FL
Past

June 15, 2020 - February 23, 2021

HOLISTIC BROKERAGE, LLC

BD
CRD#: 46001
MIAMI, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AF
ATLANTIC FAMILY WEALTH, LLC
ATLANTIC FAMILY WEALTH | LOYOLA FAMILY WEALTH, LLC | ISERN, RAUL | ATLANTIC FAMILY WEALTH, LLC

CRD#: 171062 / SEC#: 801-124705

RIA
Registered Investment Advisory firm - (4/22/2022 Approved)
Florida
Registered Investment Advisory firm - (7/21/2022 Terminated)
Texas
Registered Investment Advisory firm - (7/21/2022 Terminated)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(7/15/2025)
IAR
Florida
(4/28/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/16/2026
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/19/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 6/15/2020
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 12/12/2019
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

AF
ATLANTIC FAMILY WEALTH, LLC
ATLANTIC FAMILY WEALTH | LOYOLA FAMILY WEALTH, LLC | ISERN, RAUL | ATLANTIC FAMILY WEALTH, LLC

CRD#: 171062 / SEC#: 801-124705

RIA
Registered Investment Advisory firm - (4/22/2022 Approved)
Florida
Registered Investment Advisory firm - (7/21/2022 Terminated)
Texas
Registered Investment Advisory firm - (7/21/2022 Terminated)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
6705 S Red Road Suite 604, Coral Gables, FL 33143
Mailing Address
Phone number
(305) 222-0977
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A - ATLANTIC FAMILY WEALTH, LLC (3/20/2026)

Regulatory assets under management

Total Number of Accounts558
AUM (Assets Under Management)$ 210,123,792

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.

Company Information

ATLANTIC FAMILY WEALTH, LLC

CRD#: 171062Coral Gables, FL 33143

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