Daniel D Antonelli
Investment adviser representative at Everstar Asset Management, LLC
23 yearsExperience
1 stateRegistered in
CFADesignation
$336.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
23 years in the industry.
- Everstar Asset Management, LLCNov 2025 to now
- J.P. Morgan Securities Inc.Feb 2003 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 1 state (NC).
Everstar Asset Management, LLC
$336.7MAssets managed
1,132Clients
10Advisers
3 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
- 4633158
- Firm CRD
- 313334