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Daniels D'amelio Investment Management Group, LLC
SEC-regulated
Registered investment advisor
Daniels D’Amelio Investment Management Group, LLC, led by Donald M. Daniels II, operates out of Jupiter, Florida. Mr. Daniels, born in 1992, holds a Bachelor of Business Administration in Finance from the University of North Florida. With a background that includes roles at Merrill Lynch and Deutsche Bank, he currently serves as the Chief Operating Officer & Portfolio Manager at the firm. Mr. Daniels has obtained various licenses and certifications, including the Series 7 and Series 66 exams.
There are no disciplinary events related to Mr. Daniels II, and he does not engage in any outside business activities or receive additional compensation beyond advisory fees. Supervised by Donald Daniels, the firm ensures compliance with its Code of Ethics. Mr. Daniels II has no history of arbitration claims, civil proceedings, regulatory issues, or bankruptcy petitions exceeding $2,500. Clients seeking a financial advisor with expertise in portfolio management and a commitment to ethical practices may find Daniels D’Amelio Investment Management Group, LLC, a suitable choice.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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