Adviser and broker representative · Nwf Advisory Services Inc.
Daniela Aljawad
CRD 5604984 · Newport Beach, CA
At a glance
Daniela Aljawad is an investment adviser representative with Nwf Advisory Services Inc. in Newport Beach, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Daniela’s SEC record dates to 2011, about 15 years ago. Daniela is also registered as a broker representative.
Current advisory firm
- Nwf Advisory Services Inc.Since September 2019Newport Beach, CA · $6.4B in regulatory assets
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Daniela’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.