Danilo Gualda Katz
Professional Summary
Danilo Gualda Katz, who also goes by Danilo Gualda Katz, Danilo Gualda Katz, was a registered financial advisor. Danilo Gualda was a previously registered financial professional and started their career in finance 2021 - 2025. Danilo Gualda had worked at 2 firms and has passed the Series 65, Series 63, Series 79TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Danilo Gualda Katz, Danilo Gualda Katz
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures on record.
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Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
SUNSTATE WEALTH MANAGEMENT LLC
Contact Information
Main Address
2901 S Lejeune Road, Coral Gables, FL 33134Phone Number
(305) 567-5524# 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
6AUM (Assets Under Management)
$209,762,419Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/24/2025 | Cover Page | Report |
| 12/11/2024 | Cover Page | Report |
| 08/31/2023 | Cover Page | Report |
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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.
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Primary Firm SEC Registration
SUNSTATE WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Oct 2021About the Series 79TO examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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