Daniel Felipe Veliz

Current Employers

Franco Financial Advisors, Inc.

41 Madison Avenue 31St Floor, New York, NY 10010 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-01-13

NY RA
APPROVED

Since 2026-01-13

Branch Locations

41 Madison Avenue 31St Floor, New York, NY 10010 • 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

Organization	City	State	From	To
Franco Financial Advisors, Inc.	New York	NY	04/2022	Present
Unemployed	New York	NY	06/2016	03/2019
Franco Financial Group, Inc.	New York	NY	04/2019	Present

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.

Current Employers

Franco Financial Advisors, Inc.

Disclosures

Employment History

Other Businesses

Designations

Other Firms

Other Investors

Other Offices

Reviews