Daniel Kent De mille
Investment adviser representative at Three Seasons Wealth
10 yearsExperience
2 statesRegistered in
$1.2BFirm assets
3 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Mhl InvestmentsJun 2024 to now
- Three Seasons WealthJun 2024 to now
- Morgan StanleyFeb 2023 to Jun 2024
- E*trade Capital Management LLCJul 2016 to Jun 2024
- E*trade Securities LLCJul 2016 to Jun 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Three Seasons Wealth
$1.2BAssets managed
390Clients
7Advisers
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
- 5999133
- Firm CRD
- 326517