Manager · ADG Wealth Management Group, LLC
Nicholas A. Danna
CRD 4571403 · Named on Form ADV at 2 SEC-registered advisers
At a glance
ADG Wealth Management Group, LLC, an SEC-registered wealth manager based in Metairie, LA with $336 million in regulatory assets, lists Nicholas A. Danna on its Form ADV as Manager, a control person. The SEC filings also name Nicholas at 1 other registered adviser.
Firms and roles
- ADG Wealth Management Group, LLCManagerWealth manager · Metairie, LA · $336M in regulatory assets
- Wealthharbor Capital Group, LLCPartnerAsset manager · Metairie, LA · $335M in regulatory assets
AtlasMembers
Nicholas’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2009 (17 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Nicholas’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
- 1 firmLocked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Pierre L. AdamsManager, ADG Wealth Management Group, LLC
- STEPHANIE B. KELLYChief Compliance Officer, ADG Wealth Management Group, LLC
- Brandon S. GrandboucheManaging Partner, CCO, Wealthharbor Capital Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nicholas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.