Nicholas Aloysius Danna
Investment adviser representative at Adg Wealth Management Group, LLC
15 yearsExperience
2 statesRegistered in
$336.3MFirm assets
11 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Adg Wealth Management, LLCJan 2012 to now
- Adg Wealth Management Group, LLCAug 2011 to now
- Osaic Wealth, Inc.Aug 2024 to Jan 2026
- Triad Advisors, IncAug 2011 to Aug 2024
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (LA, TX).
Adg Wealth Management Group, LLC
$336.3MAssets managed
569Clients
3Advisers
11 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
- 4571403
- Firm CRD
- 132341