Dana Rose Arvanites
Investment adviser representative at The Dala Group, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$265.2MFirm 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 assetsHourlyCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- The Dala Group, LLCMar 2026 to now
- Bank of America, N.A.Mar 2020 to Mar 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2020 to Mar 2026
- AramarkJun 2017 to Mar 2018
- Misericordia, Heart of MercyJan 2014 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
The Dala Group, LLC
$265.2MAssets managed
262Clients
9Advisers
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
- 7242118
- Firm CRD
- 291828