Unclaimed Profile

Daniel Rene Orona

BIGSUR WEALTH MANAGEMENT, LLC·MIAMI, Florida

Series 6, Series 63Clean record14 years registeredBIGSUR WEALTH MANAGEMENT, LLC

1441 BRICKELL AVENUE, MIAMI, FL 33131CRD# 5089596Firm CRD# 146511

Profile Verification

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

Identity

Daniel Rene Orona · MIAMI, FL

Registration

CRD #5089596 · BIGSUR WEALTH MANAGEMENT, LLC · 14 years registered

Brand Profile

Not yet started

Career History

STONEWEALTH ADVISORS, LLC

Aug 2020 – present

MILLARES ASSET MANAGEMENT, LLC

May 2012 – Jul 2017

CORAL GABLES, FL

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · May 30, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BIGSUR WEALTH MANAGEMENT, LLC

CRD 146511 · SEC 801-69024

AUM

$1.2B

Regulatory assets under management

Employees

243 client accounts

Services offered by BIGSUR WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at BIGSUR WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Rene Orona offer?

Daniel Rene Orona specializes in Investment Management, Retirement Planning. Contact their office in MIAMI, Florida for a consultation.

What are Daniel Rene Orona's credentials?

Daniel Rene Orona is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Rene Orona located?

Daniel Rene Orona is based in MIAMI, Florida, working with BIGSUR WEALTH MANAGEMENT, LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does Daniel Rene Orona charge for services?

Daniel Rene Orona's firm is compensated through percentage of aum, performance-based fees, other: % assets under consultation & reporting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BIGSUR WEALTH MANAGEMENT, LLC?

BIGSUR WEALTH MANAGEMENT, LLC has approximately 17 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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