Daniel
Mesa
Skybound Wealth Management Usa, LLC
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About this Advisor
Daniel Mesa is a financial advisor operating out of Miami, Florida who has 2 years of relevant experience. Mesa is currently employed by Skybound Wealth Management Usa, LLC. Mesa has gained experience at Beacon Global Advisor Network, LLC, Gwm Usa, LLC, Cervera Real Estate, Inc, Cerveral Real Estate, Inc, Ami Trading (Usa), Inc, Travel, G&M General Service, Education - Hamilton College and Ridgetop Research. Mesa maintains a Series 65 license, designating them as an investment advisor representative, and is approved to serve investors in Florida and Texas. Skybound Wealth Management Usa, LLC is a registered investment business based out of Miami, FL. The company has a total of 13 employees. It has $235 million in assets under management between its 409 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 409 customer accounts, 22% belong to high-net-worth individuals who have greater than $1 million in assets. Skybound Wealth Management Usa, LLC offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services typically are based on which services are provided. However, fee types billed by Skybound Wealth Management Usa, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Skybound Wealth Management Usa, LLC Brokerage Details
$235,200,000
13
409
$575,061
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Daniel Mesa Work History
Daniel has been registered as a financial advisor for 2 years.*
Beacon Global Advisor Network, LLC
Gwm Usa, LLC
Cervera Real Estate, Inc
Cerveral Real Estate, Inc
Ami Trading (Usa), Inc
Travel
G&M General Service
Ridgetop Research
Education - Hamilton College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Mesa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Skybound Wealth Management Usa, LLC
Dubai,
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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