Daniel Almonacid
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Daniel Almonacid was a registered financial professional .
Daniel is a previously registered financial professional and started their career in finance in 2023. Daniel had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 31, 2023 - October 14, 2025
EFG ASSET MANAGEMENT (AMERICAS) CORP.
March 2, 2023 - October 14, 2025
EFG CAPITAL INTERNATIONAL
Primary Firm SEC Registration
EFG ASSET MANAGEMENT (AMERICAS) CORP.
CRD#: 158905 / SEC#: 801-72773
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 7TO
Date: 3/2/2023
General Securities Representative ExaminationCurrent Firm
EFG ASSET MANAGEMENT (AMERICAS) CORP.
CRD#: 158905 / SEC#: 801-72773
Contact information
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 678 |
| AUM (Assets Under Management) | $ 1,915,401,213 |
Red Flags
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