Daniel Felipe Veliz
Investment adviser representative at Franco Financial Advisors, Inc.
10 yearsExperience
1 stateRegistered in
CFADesignation
$72MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Franco Financial Advisors, Inc.Apr 2022 to now
- Franco Financial Group, Inc.Apr 2019 to now
- UnemployedJun 2016 to Mar 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NY).
Franco Financial Advisors, Inc.
$72MAssets managed
39Clients
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
- 8206088
- Firm CRD
- 137587