Daniel M. Deanda

MGB WEALTH MANAGEMENT

Addison, TX 75001

Some features on this profile are disabled

CRD#: 7401971

Professional summary

Daniel Marcelo Deanda, who also goes by Daniel Deanda, is a registered financial advisor currently at MGB WEALTH MANAGEMENT, LLC located in Addison, Texas.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Daniel has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Deanda

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 Daniel Marcelo Deanda'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

March 8, 2024 - Present

MGB WEALTH MANAGEMENT, LLC

Office #1: 15455 Dallas Parkway Suite 1080, Addison, TX 75001

RIA

CRD#: 307995

Addison, TX

Past

October 8, 2021 - January 21, 2022

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Dallas, TX

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".

MGB WEALTH MANAGEMENT, LLC

MGB WEALTH MANAGEMENT, LLC | WEALTH MANAGEMENT PARTNERS

CRD#: 307995 / SEC#: 801-118395

RIA

Registered Investment Advisory firm - (4/3/2020 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Texas
(3/8/2024)

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

State Security Law Exam

IAR

Series 65

Date: 1/31/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/22/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 10/8/2021

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 6/21/2021

Securities Industry Essentials Examination

Current Firm

MGB WEALTH MANAGEMENT, LLC

MGB WEALTH MANAGEMENT, LLC | WEALTH MANAGEMENT PARTNERS

CRD#: 307995 / SEC#: 801-118395

RIA

Registered Investment Advisory firm - (4/3/2020 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

15455 Dallas Parkway Suite 1080, Addison, TX 75001

Mailing Address

Phone number

(469) 965-4001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MGB WEALTH MANAGEMENT BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	305
AUM (Assets Under Management)	$ 421,934,512

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.

Similar Advisors

David Alvarez

EDWARD JONES

IAR

Grapevine, TX

Kenneth Hopkins

ORION WEALTH MANAGEMENT LLC

IAR

Garland, TX

Kerry Prazak

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

IAR

SOUTHLAKE, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Daniel M. Deanda

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Marcelo Deanda's CRS (Customer Relationship Summary).

Certified licenses

Experience

MGB WEALTH MANAGEMENT, LLC

PURSHE KAPLAN STERLING INVESTMENTS

Primary Firm SEC Registration

MGB WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/31/2024

Series 63

Date: 5/22/2021

Series 6TO

Date: 10/8/2021

SIE

Date: 6/21/2021

Current Firm

MGB WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MGB WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors