Nicholas Aloysius Danna

Current Employers

Employment History

• 08/2011 → 08/2024
  Triad Advisors, Inc
  Norcross, GA
• 01/2012 → Present
  Adg Wealth Management, Llc
  Metairie, LA
• 08/2024 → 01/2026
  Osaic Wealth, Inc.
  Metairie, LA

Previous Registrations

• 2009-06-03 → 2011-08-12
  Intl Advisory Consultants Inc.
  Birmingham, AL

Other Businesses

1)ADG Wealth Management Group, LLC; 433 Metairie Road, Ste 500, Metairie, LA 70037; office expense sharing partnership; member;2/1/2012; 1 hr/month; <1 hr during trading; 50% member/owner, financial and administrative management related to general office operations 2)ADG Wealth Management Group RIA; investment related; 433 Metairie Road, Ste 500,Metairie,LA 70037; investment advisory services; member;1/1/2012;2 hrs/month;<1 during trading; 50% member/owner-SEC registered investment advisor 3)Louisiana Fire Juniors; not investment related;1918 18th Street,Kenner,LA 70062; youth soccer club; soccer coach; board member; 1/2011;10 hrs/month;0 hrs during trading; youth soccer coach 4)Wealthharbor Capital Group; investment related;433 Metairie Rd, Ste 500,Metairie,LA 70005;registered investment advisor; investment advisor representative,partner;3/1/2019;5-10 hrs/month;<1 hr during trading; meeting with clients, investment management,etc 5)Danna Wealth Management; investment related; 433 Metairie Rd Ste 500 Metairie LA 70005; Consulting Services; member; 50% owner of ADG Wealth Management; 1/2026; 40 hrs/mth; 20 hrs/mth; Consulting, Advising Clients, Market Research, Portfolio Management, General Management 6)114 Mulberry Drive LLC; non-investment related; 110 Mulberry r Metairie LA 70005; rental property; member; 3/2026; 1 hr/mth; 0 during trading hours; managing rental property

Exams

• S66 Uniform Combined State Law Examination
  2009-05-15

Other Names

• Nick Danna