Danielle Rojas

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-05-03
TX	RA	APPROVED	2024-04-19

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Ameriprise Financial Services Inc	Boca Raton	FL	03/2016	04/2021
First Republic Investment Management, Inc.	Jupiter	FL	05/2021	04/2024
First Republic Securities Company, Llc	Jupiter	FL	02/2023	10/2023
J.P. Morgan Securities Llc	Jupiter	FL	09/2023	04/2024
Jp Morgan Chase Bank, N.A.	Jupiter	FL	10/2023	04/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Palm Beach	FL	04/2024	Present

03/2016 → 04/2021

Ameriprise Financial Services Inc

Boca Raton, FL
05/2021 → 04/2024

First Republic Investment Management, Inc.

Jupiter, FL
02/2023 → 10/2023

First Republic Securities Company, Llc

Jupiter, FL
09/2023 → 04/2024

J.P. Morgan Securities Llc

Jupiter, FL
10/2023 → 04/2024

Jp Morgan Chase Bank, N.A.

Jupiter, FL
04/2024 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Palm Beach, FL

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-02-26

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