Daniel
Watnee

Destra Capital Advisors LLC

CRD#5016087
Investment Advisor
in Bozeman, MT

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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

Series 63, Series 65

Years Registered*

5 years

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

443 N. Willson Avenue
Bozeman, MT 59715

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Destra Capital Advisors LLC Brokerage Details

Total Assets Under Management

$187,974,161

MT Average: $2,609,029,241
Total Number of Employees

13

MT Average: 66
Total Number of Accounts

3

MT Average: 6,076
Average Account Size

$62,658,054

MT Average: $429,399

Investment Advisory Services

  • Portfolio management for investment companies

Daniel Watnee Work History

Daniel has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Destra Capital Investments LLC

2018 - Present (6 years)

Destra Capital Advisors, LLC

2017 - 2018 (1 year)

Stratera Holdings LLC

2017 - 2017 (< 1 year)

Cim Securities, LLC

2016 - 2017 (1 year)

Pvg Asset Management

2012 - 2016 (4 years)

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

Thomas Benton
Carlsbad, CA
David Tabone
Chesterbrook, PA
Kenneth Merritt
Bozeman, MT
Daniel Watnee
Bozeman, MT
Robert Watson
Bozeman, MT
Rosa Valencia
Bozeman, MT
Eric Haines
Denver, CO
James Yount
Bozeman, MT

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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