Daniel Felipe Veliz

Employer firm

Franco Financial Advisors, Inc. CRD 137587

$72.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 04/2022 → Present
  Franco Financial Advisors, Inc.
  New York, NY
• 06/2016 → 03/2019
  Unemployed
  New York, NY
• 04/2019 → Present
  Franco Financial Group, Inc.
  New York, NY

Other Businesses

1) Franco Financial Group, Inc.; Investment-related; Corporate and personal financial consulting; Same address; Associate; Financial analysis, modeling, sensitivity analyses, presentations, client interaction; Approx. 40% of time during the month.

Designations

• Chartered Financial Analyst