Danita Jelani Rios
Investment adviser representative at Vigilare Wealth Management LLC
11 yearsExperience
2 statesRegistered in
$330.9MFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Vigilare Wealth Management LLCJul 2019 to now
- UnemployedFeb 2017 to Jul 2019
- The Veterans DirectoryJun 2015 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2009
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (AZ, OR).
Vigilare Wealth Management LLC
$330.9MAssets managed
157Clients
4Advisers
15 yearsIn 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
- 4422971
- Firm CRD
- 157663