Daniela Alexandra Pernia

Employer firm

Digital Wealth Partners CRD 328627

$555M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 05/2016
  Fidelity Brokerage Services Llc
  Salt Lake City, UT
• 08/2012 → 01/2019
  University Of Utah
  Salt Lake City, UT
• 07/2016 → 10/2016
  Murdock Hyundai
  Murray, UT
• 08/2016 → 04/2018
  Morgan Stanley
  South Jordan, UT
• 04/2018 → 01/2019
  E*Trade Securities Llc
  Sandy, UT
• 01/2019 → 09/2021
  Fidelity Brokerage Services Llc
  Salt Lake City, UT
• 03/2019 → 09/2021
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
• 09/2021 → 07/2023
  Tiaa
  Salt Lake City, UT
• 09/2021 → 07/2023
  Tiaa-Cref Individual & Institutional Services, Llc
  Salt Lake City, UT
• 01/2024 → 08/2024
  Equitable Advisors, Llc
  New York, NY
• 10/2019 → Present
  Arempas Venezuelan Cuisine
  Salt Lake City, UT
• 08/2023 → 11/2023
  Pfs Investment Inc (Primerica)
  Salt Lake City, UT
• 09/2024 → 02/2025
  Morgan Stanley
  South Jordan, UT
• 11/2025 → Present
  Digital Wealth Partners
  Dallas, TX

Previous Registrations

• 2024-10-09 → 2025-02-24
  Morgan Stanley
  South Jordan, UT
• 2024-01-17 → 2024-08-30
  Equitable Advisors, Llc
  Salt Lake City, UT
• 2021-10-25 → 2023-07-31
  Tiaa-Cref Individual & Institutional Services, Llc
  Salt Lake City, UT
• 2019-03-18 → 2021-09-28
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Other Businesses

*611928 - Arempas Venezuelan Cuisine; Investment related: No; Salt Lake City, Utah; Restaurant/Bar/Nightclub; Partner (proprietor, partner, officer, director, employee, trustee, agent); 10/2019; During business hours: 0; After business hours: 20; Sales/Marketing, Customer Service, Labor/Service, Business Development/Growth, Administrative

Exams

• S66 Uniform Combined State Law Examination
  2019-03-11
• S63 Uniform Securities Agent State Law Examination
  2018-06-18

Other Names

• Daniela Alexandra Pernia-Cortez
• Daniela Alexandra Pernia
• Daniela A Pernia
• Daniela A Pernia-Cortez
• Daniela A Horton
• Daniela Alexandra Horton
• Daniela Alexandra Pernia Cortez
• Daniela Pernia Cortez
• Daniela Alexandra Watkins
• Daniela Watkins
• Daniela Alexand Pernia Cortez
• Daniela Alexand Pernia
• Daniela Pernia