Daniel
Rosales

Premia Global Advisors, LLC

CRD#5851473
Investment Advisor
in Miami, FL

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About this Advisor

Daniel Rosales is a financial advisor based in Miami, Florida, working with Premia Global Advisors, LLC. Daniel has previously held positions at Ngam Distribution Lp, Edward Jones, and Premia Global Advisors, LLC. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Daniel is part of Premia Global Advisors, LLC, which operates out of Miami, Florida. The firm has 3 employees and manages assets totaling $260.9 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Premia Global Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2600 South Douglas Road Suite 1103
Miami, FL 33134

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Premia Global Advisors, LLC Brokerage Details

Total Assets Under Management

$260,852,564

FL Average: $1,855,561,029
Total Number of Employees

3

FL Average: 62
Total Number of Accounts

65

FL Average: 2,474
Average Account Size

$4,013,116

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Daniel Rosales Work History

2018 - Present (6 years)

Premia Global Advisors, LLC

2017 - 2018 (1 year)

Edward Jones

2017 - 2017 (< 1 year)

N/A

2010 - 2017 (7 years)

Ngam Distribution Lp

Disclosures

Please visit the SEC profile of Daniel Rosales 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 Premia Global Advisors, LLC

Eddy Park
Miami, FL
Daniel Rosales
Miami, FL
Miguel Sosa
Miami, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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