Daniel
Da Ponte
Axis Wealth Partners, LLC
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About this Advisor
Daniel Da Ponte is a financial advisor working out of East Providence, Rhode Island who has 10 years of industry experience. Da Ponte is an advisor for Axis Wealth Partners, LLC. Over the course of their career, Da Ponte has held roles at State Of Rhode Island and Axis Advisors, LLC. Da Ponte holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Massachusetts and Rhode Island. Axis Wealth Partners, LLC is a financial advisory business that has its headquarters in East Providence, RI. The firm has offices in two locations and a total of 10 advisors. It controls $173 million in assets between its 1,209 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 1,209 client accounts, just 14% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice largely depend on which services are offered. However, fees charged by Axis Wealth Partners, LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Axis Wealth Partners, LLC Brokerage Details
$172,662,630
10
1,209
$142,814
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Daniel Da Ponte Work History
Daniel has been registered as a financial advisor for 10 years.*
Axis Advisors, LLC
State Of Rhode Island
*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 Da Ponte to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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