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Employer firm

Daniels D'aMelio Investment Management Group, LLC CRD 301456

$50.7M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Daniels D'AMelio Investment Management Group, Llc

1080 E. Indiantown Road Suite 200, Jupiter, FL 33477 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-05-13
ME RA APPROVED 2019-08-21
FL RA APPROVED 2019-06-25
  • NH RA
    APPROVED
    Since 2025-05-13
  • ME RA
    APPROVED
    Since 2019-08-21
  • FL RA
    APPROVED
    Since 2019-06-25

Branch Locations

1080 E. Indiantown Road Suite 200, Jupiter, FL 33477 • United States

Bridgeton, ME • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jupiter FL 06/2016 04/2019
Bank Of America, N.A. Jupiter FL 09/2016 04/2019
Daniels D'AMelio Investment Management Group, Llc Jupiter FL 04/2019 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-13
  • S66 Uniform Combined State Law Examination
    2016-10-13
Other Names
  • Donald M Daniels

View on SEC IAPD

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