Daniela Mendez is a registered investment advisor at Capital Client Group, INC., based in Miami, FL, with 7 years of industry experience. Daniela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Miami, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Capital Client Group, INC.
Capital Client Group, INC.
Capital Client Group, INC.Broker
Previous Registrations
Mfs Institutional Advisors INC.
Mfs Fund Distributors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations4 states
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