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 based in Bozeman, Montana, working with Destra Capital Advisors LLC. Daniel has previously held positions at Fs2 Capital Partners, LLC, Stratera Holdings LLC, Cim Securities, LLC, Pvg Asset Management, Destra Capital Investments LLC, and Destra Capital Advisors, LLC. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona and Florida. Currently, Daniel is part of Destra Capital Advisors LLC, which operates out of Bozeman, Montana. The firm has 15 employees and manages assets totaling $299.5 million. The firm offers portfolio management for investment companies. The fee structure at Destra Capital Advisors LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

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

$299,537,939

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

15

MT Average: 66
Total Number of Accounts

3

MT Average: 6,076
Average Account Size

$99,845,980

MT Average: $429,399

Investment Advisory Services

  • Portfolio management for investment companies

Daniel Watnee Work History

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

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

Jacob Harris
Sandy, UT
James Ryan
Bozeman, MT
Eric Haines
Bozeman, MT
Kenneth Merritt
Bozeman, MT
Thomas Benton
Carlsbad, CA
David Tabone
Chesterbrook, PA
Daniel Watnee
Bozeman, MT
Robert Watson
Bozeman, MT

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