DP
CFP
DP
CFP

Danilo Prada

15 Years of Experience
Weston, FL
1 DisclosureBroker

Danilo Prada is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Weston, FL, with 15 years of industry experience. Danilo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

278 Indian Trace, Weston, FL, 33326

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2015
Denied
Other Business Activities

Danilo owns rental property in Miami, Florida since 2021. He spends minimal time on this activity, as there is a property manager.

Employment History
Current Registrations
Wells Fargo Advisors
June 2015 - Present · 11 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
May 2015 - Present · 11 yrs 5 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - May 2015 · 2 yrs 7 mos
J.P. Morgan Securities LLCBroker
October 2012 - May 2015 · 2 yrs 7 mos
Chase Investment Services CORP.
August 2012 - October 2012 · 2 mos
Chase Investment Services CORP.Broker
May 2011 - October 2012 · 1 yr 5 mos
State Registrations14 states
AZCAFLGAILMONJNYPARISCTNTXWV
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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