Daniel
Watnee
Destra Capital Advisors LLC
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About this Advisor
Daniel Watnee is a financial advisor working in Bozeman, Montana with a total of 5 years of industry experience. Watnee is an advisor for Destra Capital Advisors LLC. Over the course of their career, Watnee has held roles at Fs2 Capital Partners, LLC, Stratera Holdings LLC, Cim Securities, LLC, Pvg Asset Management, Destra Capital Investments LLC and Destra Capital Advisors, LLC. Watnee holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona. Destra Capital Advisors LLC is a financial advisory firm that has its headquarters in Bozeman, MT. It controls $188 million in total assets among its three customer accounts, placing it among the mid-sized firms in the country by assets under management. Destra Capital Advisors Llc provides portfolio management for investment companies. Fees for financial management typically are based on the type of financial services provided. However, fees charged by Destra Capital Advisors LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Destra Capital Advisors LLC Brokerage Details
$187,974,161
13
3
$62,658,054
Investment Advisory Services
- Portfolio management for investment companies
Daniel Watnee Work History
Daniel has been registered as a financial advisor for 5 years.*
Destra Capital Investments LLC
Destra Capital Advisors, LLC
Stratera Holdings LLC
Cim Securities, LLC
Pvg Asset Management
Fs2 Capital Partners, LLC
*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 Watnee 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 Destra Capital Advisors LLC
Chesterbrook, PA
Bozeman, MT
Bozeman, MT
Carlsbad, CA
Bozeman, MT
Denver, CO
Bozeman, MT
Bozeman, MT
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