Investment adviser representative · Octavia Wealth Advisors LLC
Daniela M. Cronin
CRD 6957594 · Cleburne, TX
At a glance
Daniela M. Cronin is an investment adviser representative with Octavia Wealth Advisors LLC in Cleburne, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Daniela’s SEC record dates to 2025, about 1 years ago.
Current advisory firm
- Octavia Wealth Advisors LLCSince July 2025Cleburne, TX · $2.2B in regulatory assets
SEC adviser record
- Registered since
- 2025 (1 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- 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
- Locked
- 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.