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Daniela Alexandra Munoz

Investment Adviser Representative at ATLANTIC FAMILY WEALTH, LLC

Coral Gables, FLCRD #7017117Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
States Registered
1 states
Exams Passed
4

Professional summary

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

Daniela Alexandra Munoz has worked in the securities industry since 2022. They have passed the Series 99, 66, and 7 examinations. They are registered to provide investment advisory services in Florida.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Florida
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/16/2026
Series 7
General Securities Representative Examination
Passed 10/19/2024
Series 99
Operations Professional Examination
Passed 6/15/2020
SIE
Securities Industry Essentials Examination
Passed 12/12/2019

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Source

Atlantic Family Wealth, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ATLANTIC FAMILY WEALTH, LLCCurrent
4/28/2026Coral Gables, FL
STONEX FINANCIAL INC.
10/19/20226/25/2025Miami, FL
LAKE FOREST SECURITIES, LLC
6/15/20202/23/2021Miami, FL

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ATLANTIC FAMILY WEALTH, LLC

1 other advisor in the directory

View ATLANTIC FAMILY WEALTH, 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. Daniela Alexandra Munoz 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Daniela Alexandra Munoz - Financial Advisor in Coral Gables, FL | AdvisorFinder