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Daniel Wrona

Rothschild & Co. US Inc.

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About Daniel Wrona

Daniel Wrona is a financial advisor with Rothschild & Co. US Inc. Daniel has been in the financial services industry for over 5 years. His experience includes positions with William Blair, AllianceBernstein Investments, Inc., and Hightower Securities, LLC. Daniel holds the Series 7, Series 66, and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA) and the states of Illinois and New York.

Firm Information

Daniel Wrona is currently registered with Rothschild & Co. US Inc.. Rothschild & Co. US Inc. is a corporation formed in July 1967 and is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is regulated by the SEC and has one regulatory event on record.

Not reported

Assets Under Management

Not reported

Total Clients

91

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Daniel Wrona’s Registration & Firm History

NY

05/02/2024 - Present

Rothschild & Co. US Inc. (NEW YORK NY)

NY

11/17/2021 - 03/01/2024

WILLIAM BLAIR (NEW YORK NY)

TN

08/07/2020 - 06/04/2021

ALLIANCEBERNSTEIN INVESTMENTS, INC. (NASHVILLE TN)

NY

02/22/2018 - 03/16/2020

HIGHTOWER SECURITIES, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/11/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/22/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Wrona.
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