Daniel Lee Watnee
Investment adviser representative at Destra Capital Advisors LLC
10 yearsExperience
2 statesRegistered in
$463.8MFirm 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.
- Portfolio management
Experience
10 years in the industry.
- Destra Capital Advisors, LLCMay 2018 to now
- Destra Capital Investments LLCMay 2018 to now
- Stratera Holdings LLCJul 2017 to Mar 2018
- Cim Securities, LLCFeb 2017 to Jul 2017
- Pvg Asset ManagementDec 2016 to Jul 2017
- UnemployedJun 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (AZ, FL).
Destra Capital Advisors LLC
$463.8MAssets managed
2Clients
11Advisers
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
- 5016087
- Firm CRD
- 148574