Dakota Wealth, LLC
Dakota Wealth, LLC (CRD# 297987) is a financial advisory firm headquartered in Palm Beach Gardens, FL. They manage $5,334,134,989 in 9,720 accounts and serve the financial needs of clients across 34 states (or territories).
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Total Assets Under Management5,334MILLION
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Total Number of Accounts9,720ACCOUNTS
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Average Account Value$548,779
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MI, MN, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI
Jeanna Montes (CRD# 4583215) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 21 years of experience in the finance industry.
Myranda Obara (CRD# 1734128) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 28 years of experience in the finance industry.
Brett Orvieto (CRD# 5023123) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 16 years of experience in the finance industry.
Robert Pavlik (CRD# 1731492) is an Investment Advisor Representative working at Dakota Wealth, LLC in Fairfield, CT and has over 26 years of experience in the finance industry.
Francis Pineno (CRD# 363755) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 39 years of experience in the finance industry.
Jonathan Pond (CRD# 4825202) is an Investment Advisor Representative working at Dakota Wealth, LLC in Newton, MA and has 1 year of experience in the finance industry.
Peter Raimondi (CRD# 1264256) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 39 years of experience in the finance industry.
Jill Rance (CRD# 1662206) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 30 years of experience in the finance industry.
Maribeth Rector (CRD# 6602026) is an Investment Advisor Representative working at Dakota Wealth, LLC in Palm Beach Gardens, FL and has over 8 years of experience in the finance industry.
Marilyn Rios (CRD# 4414881) is an Investment Advisor Representative working at Dakota Wealth, LLC in Portsmouth, NH and has over 19 years of experience in the finance industry.