Unclaimed Profile

Daniele Ghiotti

VESTA WEALTH MANAGEMENT, LLC·MIAMI BEACH, Florida

Series 3, Series 7, Series 63, Series 65Clean record22 years registeredVESTA WEALTH MANAGEMENT, LLC

1688 MERIDIAN AVENUE, MIAMI BEACH, FL 33139CRD# 4780584Firm CRD# 167498

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniele Ghiotti · MIAMI BEACH, FL

Registration

CRD #4780584 · VESTA WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

VESTA WEALTH MANAGEMENT, LLC

May 2013 – present

UBS FINANCIAL SERVICES INC.

Mar 2009 – May 2013

MIAMI, FL

CITIGROUP GLOBAL MARKETS INC.

Mar 2004 – Mar 2009

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · March 29, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VESTA WEALTH MANAGEMENT, LLC

CRD 167498 · SEC 801-113828

AUM

$281M

Regulatory assets under management

Employees

212 client accounts

Services offered by VESTA WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VESTA WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Daniele Ghiotti offer?

Daniele Ghiotti specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MIAMI BEACH, Florida for a consultation.

What are Daniele Ghiotti's credentials?

Daniele Ghiotti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniele Ghiotti located?

Daniele Ghiotti is based in MIAMI BEACH, Florida, working with VESTA WEALTH MANAGEMENT, LLC. Their office serves clients in the MIAMI BEACH metropolitan area and surrounding communities.

How does Daniele Ghiotti charge for services?

Daniele Ghiotti's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VESTA WEALTH MANAGEMENT, LLC?

VESTA WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $281M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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