Daniella Viete has been Chief Compliance Officer / COO of Maximai Investment Partners since July 2018, is a control person of the firm and directly owns under 5% of it. Daniella Viete holds a Bachelor's degree in Business Administration with a double major in Finance and Economics from Florida Atlantic University.
Maximai Investment Partners, LLC is a Coral Gables, FL firm with $696M under management, 171 clients and 5 advisers across 2 offices, as of its March 2026 filing.
Daniella Viete is COO, CCO and Associate Partner of MAXIMAI Investment Partners. She provides ongoing analysis and monitoring of client portfolios and assists with manager selection, analysis and risk management, and she oversees day-to-day operational logistics. She was previously a Senior Financial Analyst at Merrill Lynch, where she was part of the team's Investment Committee.
Daniella Viete’s longest registration is the current one, 10 years at Maximai Investment Partners since 2016. Before joining Maximai Investment Partners in 2016, Daniella Viete was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 10 yearsCoral Gables, FL · Adviser representative · Firm CRD 284919
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 3 yearsMiami, FL · Adviser representative · Firm CRD 7691
Professional designations
Listed by Maximai Investment Partners
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Daniella Viete is registered as an investment adviser representative in 2 states. The first approvals date from September 2016; the most recent is Texas, in August 2025.
- FloridaSince 14 September 2016
- TexasSince 15 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 8 October 2012 |
| Series 7 | General Securities Representative Examination | 26 March 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5992580
- Firm
- Maximai Investment Partners · CRD 284919
- Role
- Chief Compliance Officer / COO
- Office
- 500 S. DIXIE HWY, SUITE 301, Coral Gables, FL 33146
- Registration
- Investment adviser registration
- In the industry since
- April 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- maximaipartners.com
Where does Daniella Viete work?
Daniella Viete has been Chief Compliance Officer / COO of Maximai Investment Partners, LLC since July 2018, and is a control person of the firm.
Is Daniella Viete a financial advisor?
Yes. Daniella Viete has a current investment-adviser registration in Florida and Texas, through Maximai Investment Partners since September 2016.
How many years of experience does Daniella Viete have?
Daniella Viete has 14 years in the financial industry, since April 2012, across 2 adviser firms.
What exams has Daniella Viete passed?
Daniella Viete has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2012. FINRA credited Daniella Viete with the SIE, which began in October 2018.
Where did Daniella Viete work before Maximai Investment Partners?
Before Maximai Investment Partners, Daniella Viete was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, October 2012 to September 2016.
Where is Daniella Viete based?
Daniella Viete’s registered office is in Coral Gables, FL.
Is Daniella Viete registered with FINRA?
No. Daniella Viete has no current broker registration.
Is Daniella Viete a CFA charterholder?
Maximai Investment Partners lists Daniella Viete with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Daniella Viete’s record?
Search CRD 5992580 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniella Viete’s full registration record.
