Daphne Gentile
Investment adviser representative at Openarc Corporate Advisory, LLC
24 yearsExperience
1 stateRegistered in
$10.1BFirm assets
1 yearFirm in business
Are you Daphne Gentile? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Openarc Corporate Advisory, LLCSep 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2023 to Sep 2025
- Wells Fargo Advisors Financial Network, LLCOct 2022 to Aug 2023
- Wells Fargo Clearing Services, LLC.Jul 2021 to Oct 2022
- Cambridge Investment Research Advisors, Inc.Dec 2019 to Jun 2021
- Cambridge Investment Research, Inc.Dec 2019 to Jun 2021
- Fuller and CompancyDec 2019 to Jun 2021
- Morgan Stanley Smith Barney LLCJun 2009 to Nov 2019
- Morgan StanleyMay 2002 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (GA).
Openarc Corporate Advisory, LLC
$10.1BAssets managed
3,841Clients
123Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2960285
- Firm CRD
- 336837