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Daniel Cervantes

DIAPHANUM AMERICAS LLC·MIAMI, Florida
Clean recordDIAPHANUM AMERICAS LLC
848 BRICKELL AVENUE, MIAMI, FL 33131CRD# 7324065Firm CRD# 310052

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Cervantes · MIAMI, FL
Registration
CRD #7324065 · DIAPHANUM AMERICAS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Cervantes is a registered financial advisor based in MIAMI, Florida, affiliated with DIAPHANUM AMERICAS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
DIAPHANUM AMERICAS LLC
DIAPHANUM
AUM
$1.0B
Regulatory assets under management
Employees
11
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7324065
Firm CRD# 310052
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05

Frequently Asked Questions

What services does Daniel Cervantes offer?
Daniel Cervantes specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MIAMI, Florida for a consultation.
What are Daniel Cervantes's credentials?
Daniel Cervantes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Cervantes located?
Daniel Cervantes is based in MIAMI, Florida, working with DIAPHANUM AMERICAS LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Daniel Cervantes charge for services?
Daniel Cervantes'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 DIAPHANUM AMERICAS LLC?
DIAPHANUM AMERICAS LLC has approximately 11 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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