Daniela Alexandra Munoz
Investment adviser representative at Atlantic Family Wealth, LLC
10 yearsExperience
1 stateRegistered in
$210.1MFirm assets
4 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
- Pension consulting
Experience
10 years in the industry.
- Atlantic Family Wealth, LLCJul 2025 to now
- LPL Financial LLCJul 2025 to now
- Stonex Financial Inc.Oct 2022 to Jun 2025
- Stonex Group Inc.Oct 2022 to Jun 2025
- Leadership Learning CenterNov 2021 to Oct 2022
- UnemployedFeb 2021 to Nov 2021
- Adcap Holdings LLCAug 2018 to Jan 2021
- Lake Forest SecuritiesAug 2018 to Jan 2021
- Prestige LandscapeJan 2018 to Jul 2018
- D Point StudiosJul 2017 to Dec 2017
- Servicio Nacional Integrado Admnistracion Aduanera y TributariaJul 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Atlantic Family Wealth, LLC
$210.1MAssets managed
251Clients
2Advisers
4 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
- 7017117
- Firm CRD
- 171062