Daniel Espinosa has been an investment adviser representative at AlTi Wealth Management (US International) since February 2011, and is not listed among the firm’s executive officers or direct owners.
Alti Wealth Management (US International), Inc. is a Coral Gables, FL firm with $691M under management, 37 clients and 4 advisers in one office, as of its April 2026 filing.
- – present · 15 yearsCoral Gables, FL · Adviser representative · Firm CRD 152104
Investment adviser representative registrations
Daniel Espinosa is registered as an investment adviser representative in Florida, since February 2011.
- FloridaSince 5 February 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 December 2010 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daniel Raul Espinosa
- CRD
- 5864010
- Firm
- AlTi Wealth Management (US International) · CRD 152104
- Office
- 2811 PONCE DE LEON BLVD., SUITE 520, Coral Gables, FL 33134
- Registration
- Investment adviser registration
- In the industry since
- February 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Espinosa work?
Daniel Espinosa is an investment adviser representative registered through Alti Wealth Management (US International), Inc. since February 2011, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Espinosa a financial advisor?
Yes. Daniel Espinosa has a current investment-adviser registration in Florida, through AlTi Wealth Management (US International) since February 2011.
How many years of experience does Daniel Espinosa have?
Daniel Espinosa has 15 years in the financial industry, since February 2011, across 1 adviser firm.
What exams has Daniel Espinosa passed?
Daniel Espinosa passed the Series 65 in December 2010.
Where is Daniel Espinosa based?
Daniel Espinosa’s registered office is in Coral Gables, FL.
Is Daniel Espinosa registered with FINRA?
No. Daniel Espinosa has no current broker registration.
How can I verify Daniel Espinosa’s record?
Search CRD 5864010 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Espinosa’s full registration record.
- Jose RemyDirector, President
- Whitney LewisChief Legal Officer, US and Chief Compliance Officer
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