Daniel Christopher Marro
Investment adviser representative at Deep Blue Investment Advisors
15 yearsExperience
1 stateRegistered in
CFADesignation
$18.2BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Deep Blue Investment AdvisorsJan 2024 to now
- Marro LLCMar 2017 to Aug 2019
- Raymond James & Associates, Inc.Oct 2011 to Jan 2024
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
Deep Blue Investment Advisors
Legal name: Wertz York Capital Management Group, LLC
$18.2BAssets managed
33Clients
7Advisers
24 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
- 5802465
- Firm CRD
- 115344