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Daniel Da Ponte

AXIS WEALTH PARTNERS, LLC·EAST PROVIDENCE, Rhode Island
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400 MASSASOIT AVENUE, EAST PROVIDENCE, RI 02914CRD# 4351051Firm CRD# 167122
01

About

Daniel Da Ponte is a registered financial advisor based in EAST PROVIDENCE, Rhode Island, affiliated with AXIS WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AXIS WEALTH PARTNERS, LLC
AXIS WEALTH PARTNERS, LLC
AUM
$242M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at AXIS WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4351051
Firm CRD# 167122
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Da Ponte offer?
Daniel Da Ponte specializes in Financial Planning, Investment Management. Contact their office in EAST PROVIDENCE, Rhode Island for a consultation.
What are Daniel Da Ponte's credentials?
Daniel Da Ponte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Da Ponte located?
Daniel Da Ponte is based in EAST PROVIDENCE, Rhode Island, working with AXIS WEALTH PARTNERS, LLC. Their office serves clients in the EAST PROVIDENCE metropolitan area and surrounding communities.
How does Daniel Da Ponte charge for services?
Daniel Da Ponte's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AXIS WEALTH PARTNERS, LLC?
AXIS WEALTH PARTNERS, LLC has approximately 9 employees and manages $242M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in EAST PROVIDENCE
John Angelo Lemme — BLUE CHIP FINANCIAL ADVISORS, LLPMichael Thomas Moretti — BLUE CHIP FINANCIAL ADVISORS, LLPMarcia Sousa Da Ponte — AXIS WEALTH PARTNERS, LLC
Nearby cities in Rhode Island
PROVIDENCE (133)SMITHFIELD (23)WESTERLY (17)NEWPORT (12)WARWICK (11)
City Guides
PROVIDENCE GuideSMITHFIELD GuideWESTERLY GuideNEWPORT GuideWARWICK Guide
Research
Advisor Fees in Rhode IslandNational Fee Analysis
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