Daniela Munoz has been an investment adviser representative at Atlantic Family Wealth since April 2026, and is not listed among the firm’s executive officers or direct owners. Daniela Munoz studied at Central University of Venezuela.
Atlantic Family Wealth, LLC is a Coral Gables, FL firm with $210M under management, 251 clients and 1 adviser in one office, as of its March 2026 filing.
Daniela Munoz is Client Services Associate of Atlantic Family Wealth, based in Coral Gables, FL. She has experience in trading and portfolio management and keeps client accounts current. She also plays a key role in the firm's compliance processes.
- Atlantic Family Wealth, LLCCurrent– present · under a yearCoral Gables, FL · Adviser representative · Firm CRD 171062
Investment adviser representative registrations
Daniela Munoz is registered as an investment adviser representative in Florida, since April 2026.
- FloridaSince 28 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 16 January 2026 |
| Series 7TO | General Securities Representative Examination | 19 October 2024 |
| Series 99TO | Operations Professional Examination | 15 June 2020 |
| SIE | Securities Industry Essentials Examination | 12 December 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Daniela Alexandra Munoz
- CRD
- 7017117
- Firm
- Atlantic Family Wealth · CRD 171062
- Office
- 6705 S RED ROAD, SUITE 604, Coral Gables, FL 33143
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 2022
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- atlanticfamilywealth.com
Where does Daniela Munoz work?
Daniela Munoz is an investment adviser representative registered through Atlantic Family Wealth, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Daniela Munoz a financial advisor?
Yes. Daniela Munoz has a current investment-adviser registration in Florida, through Atlantic Family Wealth since April 2026.
How many years of experience does Daniela Munoz have?
Daniela Munoz has 4 years in the financial industry, since February 2022, across 1 adviser firm.
What exams has Daniela Munoz passed?
Daniela Munoz has passed 4 licensing exams: the SIE, Series 99TO, Series 7TO and Series 66. The earliest, the SIE, was passed in December 2019.
Where is Daniela Munoz based?
Daniela Munoz’s registered office is in Coral Gables, FL.
Is Daniela Munoz registered with FINRA?
Yes. Daniela Munoz has a current broker registration, under CRD 7017117.
Source: FINRA BrokerCheck
How can I verify Daniela Munoz’s record?
Search CRD 7017117 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Daniela Munoz’s full registration record.
