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Daniel D Antonelli

Investment Adviser Representative at EVERSTAR ASSET MANAGEMENT, LLC

Mooresville, NCCRD #4633158Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
20 yrs
States Registered
1 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Daniel D. Antonelli has worked in the securities industry since 2006. They are registered to provide investment advisory services in North Carolina.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
North Carolina
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 3/11/2003
Series 57
Securities Trader Exam
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/6/2003
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 1/2/2023
Series 24
General Securities Principal Examination
Passed 11/4/2009

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 - $499,9991.75%
$500,000 - $1 million1.50%
$1 million - $2 million1.25%
$2 million+1.10%
Source

Everstar Asset Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

EVERSTAR ASSET MANAGEMENT, LLCCurrent
11/4/2025Mooresville, NC
J.P. MORGAN SECURITIES LLC
10/1/20082/8/2022New York, NY
J.P. MORGAN SECURITIES INC.
3/10/200310/1/2008New York, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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View EVERSTAR ASSET MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel D Antonelli has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Daniel D Antonelli - Financial Advisor in Mooresville, NC | AdvisorFinder