Unclaimed Profile

Nicholas Aloysius Danna

WEALTHHARBOR CAPITAL GROUP, LLC·METAIRIE, Louisiana

SIE, Series 7, Series 66, Series 86, Series 87Clean record17 years registeredWEALTHHARBOR CAPITAL GROUP, LLC

433 METAIRIE RD, METAIRIE, LA 70005CRD# 4571403Firm CRD# 118614

Profile Verification

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

Identity

Nicholas Aloysius Danna · METAIRIE, LA

Registration

CRD #4571403 · WEALTHHARBOR CAPITAL GROUP, LLC · 17 years registered

Brand Profile

Not yet started

Career History

WEALTHHARBOR CAPITAL GROUP, LLC

Jun 2019 – present

ADG WEALTH MANAGEMENT GROUP, LLC

Aug 2011 – present

STERNE AGEE INVESTMENT ADVISORS, INC.

Jun 2009 – Aug 2011

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Series 86

Series 87

Registration record

First registered · June 3, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHHARBOR CAPITAL GROUP, LLC

CRD 118614 · SEC 801-62721

AUM

$293M

Regulatory assets under management

Employees

360 client accounts

Services offered by WEALTHHARBOR CAPITAL GROUP, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at WEALTHHARBOR CAPITAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Nicholas Aloysius Danna offer?

Nicholas Aloysius Danna specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in METAIRIE, Louisiana for a consultation.

What are Nicholas Aloysius Danna's credentials?

Nicholas Aloysius Danna is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Nicholas Aloysius Danna located?

Nicholas Aloysius Danna is based in METAIRIE, Louisiana, working with WEALTHHARBOR CAPITAL GROUP, LLC. Their office serves clients in the METAIRIE metropolitan area and surrounding communities.

How does Nicholas Aloysius Danna charge for services?

Nicholas Aloysius Danna's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTHHARBOR CAPITAL GROUP, LLC?

WEALTHHARBOR CAPITAL GROUP, LLC has approximately 6 employees and manages $293M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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