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Daniel Watnee

Destra Capital Advisors LLC
20 Years of Experience
Mount Dora, FL
Broker
View SEC Summary
View SEC Summary

Daniel Watnee is a registered investment advisor at Destra Capital Advisors LLC, based in Mount Dora, FL, with 20 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 2 clients with $460M in assets under management.

Destra Capital Advisors LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
11 advisors
IM Fee
Planning only
Assets Under Management
$463.8M

Location

Mount Dora, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Destra Capital Advisors LLC
November 2018 - Present · 7 yrs 11 mos
Destra Capital Investments LLC
May 2018 - Present · 8 yrs 5 mos
Destra Capital Investments LLCBroker
May 2018 - Present · 8 yrs 5 mos
Previous Registrations
Provasi Capital Partners LPBroker
July 2017 - April 2018 · 9 mos
Cim Securities, LLCBroker
March 2017 - July 2017 · 4 mos
Fs2 Capital Partners, LLCBroker
May 2012 - June 2016 · 4 yrs 1 mo
Jackson National Life Distributors LLCBroker
January 2009 - May 2012 · 3 yrs 4 mos
Ing Funds Distributor, LLCBroker
September 2005 - October 2008 · 3 yrs 1 mo
State Registrations7 states
AZFLGANCNMSCTN
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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